Magento Community Edition 2.1 User Guide

User Manual:

Open the PDF directly: View PDF .
Page Count: 1186 [warning: Documents this large are best viewed by clicking the View PDF Link!]

Magento Community Edition User Guide 2.1
Contents
Getting Started
Products
Marketing
Content
Customers
Sales
Reports
Operations
Appendices
Index

Magento

Community Edition

User Guide

Version 2.1

Contents

GETTING STARTED 1

CHAPTER 1: Welcome 3

Resources 5

Join the Conversation! 8

CHAPTER 2: About This Release 11

System Requirements 12

Installation 15

Prelaunch Checklist 16

Your Login Credentials 18

For Your Records 19

CHAPTER 3: Your Magento Account 21

Creating a Magento Account 22

Sharing Your Account 25

CHAPTER 4: Quick Tour 29

The Path to Purchase 30

Home Page 32

Catalog Page 34

Search Results 36

Product Page 38

Shopping Cart 40

Customer Journey 42

Attract New Customers 44

Engage Your Customers 45

Moment of Purchase 47

Increase Average Order Value 48

Customer Retention 50

Loyalty & Advocacy 51

Success! 52

Basic Configuration 55

CHAPTER 5: Store Admin 57

Admin Sign In 58

Your Admin Account 60

Admin Sidebar 61

Admin Workspace 63

Dashboard 64

Message Inbox 68

Global Search 71

Grid Controls 72

Grid Layout 73

Actions Control 75

CHAPTER 6: Store Details 81

Store Information 82

Locale Options 84

State Options 85

Country Options 86

Merchant Location 88

Currency 89

Store Email Addresses 90

CHAPTER 7: Storefront Branding 95

Uploading Your Logo 96

Adding a Favicon 99

Changing the Welcome Message 101

Magento Community Edition 2.1 User Guide iii

Contents

Store Demo Notice 104

CHAPTER 8: Websites, Stores & Views 107

Scope 108

Changing Scope 109

Product Scope 112

Price Scope 114

Customer Account Scope 116

Scope Quick Reference 117

Single Store Mode 119

CHAPTER 9: Industry Compliance 121

PCI Compliance Guidelines 122

Cookie Law Compliance 125

Cookie Restriction Mode 126

Cookie Reference 128

PRODUCTS 131

CHAPTER 10: Products Menu 133

CHAPTER 11: Product Catalog 135

Catalog Workspace 136

Catalog URLs 139

Dynamic Media URLs 142

Using a Flat Catalog 144

CHAPTER 12: Creating Products 149

Product Workspace 150

Default Field Values 153

Product Types 155

Simple Product 157

Configurable Product 162

iv Magento Community Edition 2.1 User Guide

Contents

Part 1: Creating a Configurable Product 163

Part 2: Adding Configurations 166

Grouped Product 175

Virtual Product 182

Bundle Product 187

Customizing the Bundle 188

Downloadable Product 198

Configuring Download Options 207

CHAPTER 13: Product Settings 209

Advanced Product Settings 210

Other Product Settings 211

Content 213

Configurations 214

Product Reviews 215

Images and Video 216

Search Engine Optimization 217

Related Products, Up-Sells, and Cross-Sells 219

Categories

Creating Categories

Root Categories

Hidden Categories

Content Settings

Display Settings

Search Engine Optimization

Products in Category

Design Settings

Using Product Attributes

Adding an Attribute

Attribute Input Types

Date & Time Options

132

CHAPTER 10:

Products Menu

The Products Menu provides easy access to product creation, category and inventory

management, as well as tools to manage catalog content.

Products Menu

To display the Products menu:

On the Admin sidebar, tap Products .

Magento Community Edition 2.1 User Guide 133

Menu Options

Catalog

Create new products of every type, and manage your

inventory.

Categories

Create the category structure that is the foundation of

your store’s navigation.

134 Magento Community Edition 2.1 User Guide

CHAPTER 10: Products Menu

CHAPTER 11:

Product Catalog

Magento uses the term "catalog" to refer to the products in the database. Access to the catalog

data is determined by several factors, including the scope setting, the catalog configuration,

and the root category that is assigned to the store. The catalog includes products that are

enabled and available for sale, as well as those that are currently not offered for sale.

From the Admin, all products in the database are accessible through the Catalog grid. If your

Magento installation has multiple websites, each website can offer a different selection of

products for sale from the same database.

In sales, the term "catalog" has a more narrow definition, and usually refers to a specific

selection of products that is available for sale. For example, a store might have a "Spring

Catalog" and a "Fall Catalog".

Like the table of contents of a printed catalog, the main menu of your store — or "top

navigation" — organizes products by category to make it easy for customers to find what they

want. The main menu is based on a "root category," which is a container for the menu that is

assigned to the store. Because the specific menu options are defined at the store view level,

each view can have a different main menu based on the same root category. Within each menu,

you can offer a curated selection of products that is suitable for the store.

Product Catalog in Store Hierarchy

Magento Community Edition 2.1 User Guide 135

Catalog Workspace

The Catalog grid lists all products in the catalog. Use the standard controls to sort and filter

the list, find products, and apply actions to selected products. From the grid, you can create

new products and edit existing ones.

Catalog Grid

CONTROL DESCRIPTION

Add Product Initiates the process to create a new simple product. To choose a

specific product type, click the down arrow. Options:

Simple Product

Configurable Product

Grouped Product

Virtual Product

Bundle Product

Downloadable Product

Actions Lists all actions that can be applied to selected products in the list. To

apply an action to a product or group of products, mark the checkbox

in the first column of each product. Options:

Delete

Change Status

Update Attributes

Filters Initiates a catalog search based on the current filters.

Workspace Controls

Catalog Workspace CHAPTER 11: Product Catalog

136 Magento Community Edition 2.1 User Guide

CONTROL DESCRIPTION

[Default] View Indicates the current grid column layout. If there are saved grid

column views, you can choose another.

Columns Lists all actions that can be applied to selected products in the list. To

apply an action to a product or group of products, mark the checkbox

in the first column of each product. Product list actions include:

Delete

Change Status

Update Attributes

Use the Columns control to customize the selection of columns in

the grid.

Actions Can be used to select multiple records as the target of action. The

checkbox is marked in the first column of each selected record.

Options: Select/Deselect All, Select /Deselect All on This Page.

Edit Opens the product in edit mode. You can accomplish the same thing

by clicking anywhere on the row.

Workspace Controls (cont.)

COLUMN DESCRIPTION

Multiple Selection Selects multiple records to be subject to an action. The checkbox in

the first column of each selected record is marked . Options:

Select All Selects all records found that match the current filter

settings.

Select All on

This Page

Selects only the records found on the current page

that match the filter settings.

ID A unique, sequential number that is assigned when a new product is

saved for the first time.

Thumbnail Displays a thumbnail of the main product image.

Name The product name.

Type The product type.

Attribute Set The name of the attribute set that is used as a template for the

product.

SKU The unique Stock Keeping Unit that is assigned to the product.

Columns

CHAPTER 11: Product Catalog Catalog Workspace

Magento Community Edition 2.1 User Guide 137

COLUMN DESCRIPTION

Price The unit price of the product.

Quantity The quantity that is currently in stock.

Visibility Indicates where the product is visible in the catalog. Options:

Not Visible Individually

Catalog

Catalog, Search

Status Indicates the current status of the product. Options:

Enabled

Disabled

Websites Indicates the website(s) where the product is available.

Action Opens the product in Edit mode.

Columns (cont.)

Catalog Workspace CHAPTER 11: Product Catalog

138 Magento Community Edition 2.1 User Guide

Catalog URLs

The URLs you assign to products and categories play a major role in determining how well

your site is indexed by search engines. Before you start building your catalog is an ideal time to

consider the available options.

URL Formats

Dynamic URL

A dynamic URL is created “on the fly,” and might include a query string with variables for the

product ID, sort order, and the page where the request was made. When a customer searches

for a product in your store, the resulting URL might look something like this:

http://mystore.com/catalogsearch/result/?q=racer+back

http://mystore.com/women/tops-women.html?style_general=135

Static URL

A static URL is a fixed address for a specific page. A static URL can be displayed in a search-

engine friendly format, or one that references products and categories by ID. Search-engine

friendly URLs include words that people might use to look for a product, and require Web

Server Rewrites to be enabled. Files with static URLs are commonly used for product and

category pages, content pages, and theme assets.

http://mystore.com/antonia-racer-tank.html

URL Components

URL Key

The URL key is the part of a static URL that describes the product or category. When you

create a product or category, an initial URL key is automatically generated, based on the

name. To change the URL key, see the Search Engine Optimization section of the product

information.

The URL key should consist of lowercase characters with hyphens to separate words. A well-

designed, “search engine friendly” URL key might include the product name and key words to

improve the way it is indexed by search engines. The URL key can be configured to create an

automatic redirect if the URL key changes.

CHAPTER 11: Product Catalog Catalog URLs

Magento Community Edition 2.1 User Guide 139

HTML Suffix

Your catalog can be configured to either include or exclude the suffix as part of category and

product URLs. There are various reasons why people might choose to use or to omit the suffix.

Some believe that the suffix no longer serves any useful purpose, and that pages without a

suffix are indexed more effectively by search engines. However, your company might have a

standardized format for URLs that requires a suffix.

Because the suffix is controlled by the system configuration, you should never type it directly

into the URL key of a category or product. (Doing so will result in a double suffix at the end of

the URL.) Whether you decide to use the suffix or not, be consistent and use the same setting

for all your product and category pages. Here are examples of URLs with—and withou—a

suffix.

http://mystore.com/helena-hooded-fleece.html

http://mystore.com/helena-hooded-fleece.htm

http://mystore.com/helena-hooded-fleece

Category Path

You can configure the URL to either include or exclude the category path. By default, the

category path is included in all category and product pages. The following examples show the

same product URL with, and without, the category path.

http://mystore.com/women/tops-women/hoodies-and-sweatshirts-women/helena-

hooded-fleece.html

URL with Category Path

http://mystore.com/helena-hooded-fleece.html

URL without Category Path

To prevent search engines from indexing multiple URLs that lead to the same content, you can

exclude the category path from the URL. Another method is to use a canonical meta tag to let

search engines know which URLs to index and which to ignore. By default, Magento does not

include the category path in product URLs.

Catalog URLs CHAPTER 11: Product Catalog

140 Magento Community Edition 2.1 User Guide

To configure catalog URLs:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Catalog.

3. Expand the Search Engine Optimizations section, and do the following:

a. Set Product URL Suffix to “html” or “htm.” Enter the suffix without a period, because it is

applied automatically.

b. Set Category URL Suffix to “html” or “htm.” Enter the suffix without a period, because it

is applied automatically.

c. Set Use Categories Path for Product URLs to your preference.

Search Engine Optimization

4. When complete, tap Save Config.

5. When prompted, click the Cache Management link in the system message, and refresh the

invalid cache.

Refresh Cache

CHAPTER 11: Product Catalog Catalog URLs

Magento Community Edition 2.1 User Guide 141

Dynamic Media URLs

A dynamic media URL is a relative reference to an image or other media asset. When enabled,

dynamic media URLs can be used to link directly to assets on your server, or to files stored on a

content delivery network. The use of dynamic media URLs can impact catalog performance,

and the editor can be configured to use either static or dynamic media URLs for catalog

product and category descriptions.

As with all markup tags, the code is enclosed in double curly braces. The format of a dynamic

media URL looks like this:

To configure dynamic media URLs:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Catalog. Then, expand the Storefront

section, and do the following:

Storefront

Catalog URLs CHAPTER 11: Product Catalog

142 Magento Community Edition 2.1 User Guide

a. Scroll down to Allow Dynamic Media URLs in Products and Categories. Then, clear the

Use system value checkbox.

b. Set Allow Dynamic Media URLs in Products and Categories to your preference.

3. When complete, tap Save Config.

To use static URLs by default for media files:

By default, images inserted into the catalog from media storage have relative, dynamic URLs.

If you prefer to use a static URL, you can change the configuration setting.

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under General, choose Content Management.

3. Expand the WYSIWYG Options section.

WYSIWYG Options

4. Set Use Static URLs for Media Content in WYSIWYG for Catalog to “Yes.”

5. When complete,tap Save Config.

CHAPTER 11: Product Catalog Catalog URLs

Magento Community Edition 2.1 User Guide 143

Using a Flat Catalog

Magento typically stores catalog data in multiple tables, based on the Entity-Attribute-Value

(EAV1) model. Because product attributes are stored in many tables, SQL queries are

sometimes long and complex.

In contrast, a flat catalog creates new tables on the fly, where each row contains all the

necessary data about a product or category. A flat catalog is updated automatically—either

every minute, or according to your cron job. Flat catalog indexing can also speed up the

processing of catalog and cart price rules. A catalog with as many as 500,000 SKUs can be

indexed quickly as a flat catalog.

Before you enable a flat catalog for a live store, make sure to test the configuration in a

development environment.

Process Overview:

Step 1: Enable the Flat Catalog

Step 2: Verify the Results

Step 1: Enable the Flat Catalog

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Catalog.

3. Expand the Storefront section. Then, do the following:

a. Set Use Flat Catalog Category to “Yes.” If necessary, clear the Use system value

checkbox.

b. Set Use Flat Catalog Product to “Yes.”

Flat Catalog Configuration

4. When complete, tap Save Config.

5. When prompted to update the cache, click the Cache Management link in the system message,

and follow the instructions to refresh the cache.

1Entity Attribute Value

Using a Flat Catalog CHAPTER 11: Product Catalog

144 Magento Community Edition 2.1 User Guide

Step 2: Verify the Results

Method 1: Verify the Results for a Single Product

1. On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

a. Open a product in edit mode.

b. In the Name field, add the text “_TEST” to the end of the product name.

2. Tap Save.

3. On a new browser tab, navigate to the home page of your store. Then, do the following:

a. Search for the product you edited.

b. Use the navigation to browse to the product under its assigned category.

If necessary, refresh the page to see the results. The change will appear within the minute,

or according to your Cron schedule.

Storefront with Flat Catalog

Method 2: Verify the Results for a Category

1. On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

2. In the upper-left corner, verify that Store View is set to "All Store Views."

If prompted, tap OK to confirm.

3. In the category tree, select an existing category. Then, tap Add Subcategory, and do the

following:

CHAPTER 11: Product Catalog Using a Flat Catalog

Magento Community Edition 2.1 User Guide 145

a. In the Category Name field, enter “Test Category.”

b. When complete, tap Save.

Test Subcategory

c. Expand the Products in Category section. Then, click Reset Filter to display all

products.

d. Mark the checkbox of several products to add them to the new category. Then, tap Save.

Test Category Products

4. On a new browser tab, navigate to the home page of your store. Then, use the store navigation

to browse to the category you created.

Using a Flat Catalog CHAPTER 11: Product Catalog

146 Magento Community Edition 2.1 User Guide

If necessary, refresh the page to see the results. The change will appear within the minute or

according to your cron schedule.

Step 3: Remove the Test Data

Do the following to remove the test data and restore the original product name and catalog

configuratio:.

Remove the test category:

1. On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

2. In the category tree, select the test subcategory that you created.

3. In the upper-right corner, tap Delete. Then when prompted to confirm, tap OK.

This will not remove the products that are assigned to the category.

Restore the original product name:

1. On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

2. Open the test product in edit mode.

3. Remove the "_TEST" that you added to the Product Name.

4. In the upper-right corner, tap Save.

Restore the original catalog configuration:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Catalog.

3. Expand the Storefront section," and do the following:

a. Set Use Flat Catalog Category to “No.”

b. Set Use Flat Catalog Product to “No.”

4. When complete, tap Save Config. Then when prompted, refresh the cache.

CHAPTER 11: Product Catalog Using a Flat Catalog

Magento Community Edition 2.1 User Guide 147

148 Magento Community Edition 2.1 User Guide

CHAPTER 12:

Creating Products

Choosing a product type is one of the first things you must do to create a new product. In this

chapter, you will learn how to create a product of each type. In addition to the basic product

types, the term, complex product1refers to a product that requires the customer to choose

from a selection of options before making a purchase. To learn more about the available

options, see Basic Settings and Advanced Settings.

If you are just starting out, you can create a few sample products to experiment with each

product type. For a deeper understanding, make sure to read about catalog navigation, how to

set up categories and attributes, and the catalog URL options that are available to you.

Product Catalog

1A product that requires the customer to choose from a selection of options.

Magento Community Edition 2.1 User Guide 149

Product Workspace

The product workspace is basically the same for all product types, although the selection of

fields changes depending on the attribute set that is used. The product attributes are at the top

of the form, followed by expandable sections of product information. When a new product is

saved for the first time, the Store View chooser appears in the upper-left of the form.

Product Workspace

Product Workspace CHAPTER 12: Creating Products

150 Magento Community Edition 2.1 User Guide

Enable Product

The online status of the product is indicated by the switch at the top of the form. To change

the online status, simply set the Enable Product switch to the “Yes” or “No” position.

CONTROL DESCRIPTION

Indicates that the product is currently online.

Indicates that the product is currently offline.

Attribute Set

The name of the attribute set appears in the upper-left corner, and determines the fields that

appear in the product record. To choose a different attribute set, click the down arrow next to

the default attribute set name.

Attribute Sets

Expand/Collapse

To expand or collapse a section, tap either the expand or collapse button to the right.

CHAPTER 12: Creating Products Product Workspace

Magento Community Edition 2.1 User Guide 151

Save Menu

The Save menu includes several options that let you save and continue, save and create a new

product, save and duplicate the product, or save and close.

Save Menu

COMMAND DESCRIPTION

Save Save the current product, and continue working.

Save & New Save and close the current product, and begin a new product, based on the

same product type and template.

Save & Duplicate Save and close the current product, and open a new duplicate copy.

Save & Close Save the current product and return to the Inventory workspace.

Product Workspace CHAPTER 12: Creating Products

152 Magento Community Edition 2.1 User Guide

Default Field Values

To save time when creating products, the default value of several product fields references

values from another field. You can either accept the default value, or enter another. The

following fields have automatically generated default values:

FIELD DESCRIPTION

SKU Based on product Name.

Meta Title Based on product Name.

Meta Keywords Based on product Name.

Meta Description Based on product Name and Description.

The placeholders that represent the value of another field are enclosed in double-curly braces.

Any attribute code that is included in the product attribute set can be used as a placeholder.

Product Fields Auto-Generation

CHAPTER 12: Creating Products Product Workspace

Magento Community Edition 2.1 User Guide 153

To edit the placeholder value:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Catalog.

3. Expand the Product Fields Auto-Generation section. Then, make any changes needed to the

placeholder values.

For example, if there’s a specific keyword that you want to include for every product, or a

phrase that you want to include in every meta description, you can type the value directly into

the appropriate field.

If you want to keep the existing placeholder values, be careful to preserve the double curly braces

that enclose each markup tag.

4. When complete, tap Save Config.

PLACEHOLDER

Common Placeholders

Product Workspace CHAPTER 12: Creating Products

154 Magento Community Edition 2.1 User Guide

Product Types

Simple Product

A simple product is a physical item with a single SKU.

Simple products have a variety of pricing and of input

controls which makes it possible to sell variations of the

product. Simple products can be used in association with

grouped, bundle, and configurable products.

Configurable Product

A configurable product appears to be a single product

with lists of options for each variation. However, each

option represents a separate, simple product with a

distinct SKU, which makes it possible to track inventory

for each variation.

Grouped Product

A grouped product presents multiple, standalone

products as a group. You can offer variations of a single

product, or group them for a promotion. The products can

be purchased separately, or as a group.

Virtual Product

Virtual products are not tangible products, and are

typically used for products such as services,

memberships, warranties, and subscriptions. Virtual

products can be used in association with grouped and

bundle products.

CHAPTER 12: Creating Products Product Types

Magento Community Edition 2.1 User Guide 155

Bundle Product

A bundle product let customers “build their own” from an

assortment of options. The bundle could be a gift basket,

computer, or anything else that can be customized. Each

item in the bundle is a separate, standalone product.

Downloadable Product

A digitally downloadable product that consists of one or

more files that are downloaded. The files can reside on

your server or be provided as URLs to any other server.

Product Types CHAPTER 12: Creating Products

156 Magento Community Edition 2.1 User Guide

Simple Product

One of the keys to harnessing the power of product types is learning when to use a simple,

standalone product. A simple products can be sold individually, or as part of a grouped,

configurable, or bundle product. A simple product with custom options is sometimes referred to

as a composite product.

The following steps take you through the process of creating a simple product using the default

product template with basic settings. When you finish the basics, you can complete the

advanced settings as needed.

Simple Product

Process Overview:

Step 1: Choose the Product Type

Step 2: Choose the Attribute Set

Step 3: Complete the Required Settings

Step 4: Complete the Basic Settings

Step 5: Complete the Product Information

Step 6: Publish the Product

CHAPTER 12: Creating Products Simple Product

Magento Community Edition 2.1 User Guide 157

Step 1: Choose the Product Type

1. On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

2. In the upper-right corner on the Add Product menu, choose Simple Product.

Add Simple Product

Step 2: Choose the Attribute Set

To choose the attribute set that is used as a template for the product, do one of the following:

lIn the Search box, enter the name of the attribute set.

lIn the list, choose the attribute set that you want to use.

The form is updated to reflect the change.

Choose Attribute Set

Simple Product CHAPTER 12: Creating Products

158 Magento Community Edition 2.1 User Guide

Step 3: Complete the Required Settings

1. Enter the product Product Name.

2. Accept the default SKU that is based on the product name, or enter another.

3. Enter the product Price.

4. Because the product is not yet ready to publish, set the Enable Product switch to the “No”

position.

5. Tap Save and continue.

When the product is saved, the Store View chooser appears in the upper-left corner.

6. Choose the Store View where the product is to be available.

Choose Store View

Step 4: Complete the Basic Settings

1. Set Tax Class to one of the following:

lNone

lTaxable Goods

2. Enter the Quantity of the product that is currently in stock.

Take note that by default, Stock Status is set to “In Stock.”

3. Enter the Weight of the product.

4. Accept the default Visibility setting, “Catalog, Search.”

5. To assign Categories to the product, tap the Select… box. Then, do either of the following:

Choose an existing category:

a. Start typing in the box to find a match.

b. Mark the checkbox of each category that is to be assigned.

CHAPTER 12: Creating Products Simple Product

Magento Community Edition 2.1 User Guide 159

Create a new category:

a. Tap New Category.

b. Enter the Category Name and choose the Parent Category to determine its position in the

menu structure.

c. Tap Create Category.

6. To feature the product in the list of new products, mark the Set Product as New checkbox.

7. Choose the Country of Manufacture.

Product Details

There might be additional individual attributes that describe the product. The selection varies

attribute set, and you can complete them later.

Step 5: Complete the Product Information

Scroll down and complete the information in the following sections as needed:

lContent

lImages and Videos

lRelated Products, Up-Sells, and Cross-Sells

lSearch Engine Optimization

lCustomizable Options

lProducts in Websites

lDesign

lGift Options

Simple Product CHAPTER 12: Creating Products

160 Magento Community Edition 2.1 User Guide

Step 6: Publish the Product

1. If you are ready to publish the product in the catalog, set the Enable Product switch to the

“Yes” position.

2. Do one of the following:

Method 1: Save and Preview

1. In the upper-right corner, tap Save .

2. To view the product in your store, choose Customer View on the Admin menu. The

store opens in a new browser tab.

Customer View

Method 2: Save and Close

On the Save menu, choose Save & Close.

Save & Close

THINGS TO REMEMBER

Simple products can be included in configurable, bundle, and grouped product types.

A simple product can have custom options with a variety of input controls, which makes it

possible to sell many product variations from a single SKU.

CHAPTER 12: Creating Products Simple Product

Magento Community Edition 2.1 User Guide 161

Configurable Product

A configurable product looks like a single product with drop-down lists of options for each

variation. Each option is actually a separate simple product with a unique SKU, which makes

it possible to track inventory for each product variation. You could achieve a similar effect by

using a simple product with custom options, but without the ability to track inventory for each

variation.

Configurable Product

Configurable Product CHAPTER 12: Creating Products

162 Magento Community Edition 2.1 User Guide

Part 1: Creating a Configurable Product

Although a configurable product uses more SKUs, and may initially take a little longer to set

up, it can save you time in the long run. If you plan to grow your business, the configurable

product type is a good choice for products with multiple options.

Process Overview:

Part I: Create Configurable Product

Step 1: Choose the Product Type

Step 3: Complete the Required Settings

Step 4: Complete the Basic Settings

Step 5: Save and Continue

Step 1: Choose the Product Type

1. On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

2. In the upper-right corner on the Add Product menu, choose Configurable Product.

Add Configurable Product

CHAPTER 12: Creating Products Configurable Product

Magento Community Edition 2.1 User Guide 163

Step 2: Choose the Attribute Set

The attribute set determines the selection of fields that are used in the product. The field at the

top of the page is initially set to the “Default” attribute set. For a configurable product, the

attribute set must include at least one drop-down attribute. In addition, the scope of each

drop-down attribute must be set to "Global." The attribute set used in this example has drop-

down attributes for color and size.

To choose the attribute set that is used as a template for the product, click the field at the top

of the page and do one of the following:

lIn the Search box, enter the name of the attribute set.

lIn the list, choose the attribute set that you want to use.

The form is updated to reflect the change.

Choose Template

Step 3: Complete the Required Settings

1. Enter the product Product Name.

2. Accept the default SKU that is based on the product name, or enter another.

3. Enter the product Price.

4. Because the product is not yet ready to publish, set the Enable Product switch to the “No”

position.

5. Tap Save and continue.

When the product is saved, the Store View chooser appears in the upper-left corner.

6. Choose the Store View where the product is to be available.

Configurable Product CHAPTER 12: Creating Products

164 Magento Community Edition 2.1 User Guide

Choose Store View

Step 4: Complete the Basic Settings

1. Set Tax Class to one of the following:

lNone

lTaxable Goods

2. The Quantity is determined by the product variations, so you can leave it blank for now.

The Stock Status of a configurable product is determined by each associated configuration.

Because the product was saved without entering a quantity, the Stock Status is now set to “Out

of Stock.”

a. Enter the product Weight.

b. Accept the default Visibility setting, “Catalog, Search.”

3. To feature the product in the list of new products, mark the Set Product as New checkbox.

4. To assign Categories to the product, tap the Select… box. Then, do either of the following:

Choose an existing category:

a. Start typing in the box to find a match.

b. Mark the checkbox of the category that is to be assigned.

Create a new category:

a. Tap New Category.

b. Enter the Category Name and choose the Parent Category to determine its position in the

menu structure.

c. Tap Create Category.

5. To feature the product in the list of new products, mark the Set Product as New checkbox.

6. Choose the Country of Manufacture.

CHAPTER 12: Creating Products Configurable Product

Magento Community Edition 2.1 User Guide 165

Product Details

There might be additional attributes that are used to describe the product. The selection varies

attribute set, and you can complete them later.

Step 5: Save and Continue

This is a good time to save your work. In the upper-right corner, tap Save . In the next step,

you’ll set up the configurations for each variation of the product.

Part 2: Adding Configurations

The following example shows how to add configurations for three colors and three sizes. In all,

nine simple products will be created with unique SKUs to cover every possible combination of

variations. The progress bar at the top of the page shows where you are in the process, and

guides you through each step.

Progress Bar

Process Overview: Part II: Add Configurations

Step 1: Choose the Attributes

Step 2: Enter the Attribute Values

Configurable Product CHAPTER 12: Creating Products

166 Magento Community Edition 2.1 User Guide

Step 3: Configure the Images, Price, and Quantity

Step 4:Generate the Product Configurations

Step 5: Add a Product Image

Step 6: Publish the Products

Step 7: Configure the Cart Thumbnails (Optional)

Step 1: Choose the Attributes

1. Continuing from Part I, scroll down to the Configurations section. Then, tap Create

Configurations .

Configurations

2. Mark the checkbox of each attribute that you want to include as a configuration. For this

example, we choose color and size.

3. The list includes all attributes from the attribute set that can be used in a configurable product.

Select Attributes

4. If you need to add a new attribute, Create New Attribute . Complete the attribute properties,

and tap Save Attribute . Then, mark the checkbox to select the attribute.

5. In the upper-right corner, tap Next .

CHAPTER 12: Creating Products Configurable Product

Magento Community Edition 2.1 User Guide 167

Step 2: Enter the Attribute Values

1. For each attribute, mark the checkbox of the values that apply to the product.

2. To rearrange the attributes, grab the Change Order icon and move the section to a new

position. The order determines the position of the drop-down lists on the product page.

3. In the progress bar, Next.

Configurable Product CHAPTER 12: Creating Products

168 Magento Community Edition 2.1 User Guide

Step 3: Configure the Images, Price, and Quantity

This step determines the images, pricing and quantity of each configuration. The available

options are the same for each, and you can choose only one. You can apply the same setting to

all SKUs, apply a unique setting to each SKU, or skip the settings for now.

1. Choose the configuration options that apply.

Configure the Images

Method 1: Apply a Single Set of Images to All SKUs

1. Select Apply single set of images to all SKUs.

2. Browse to each image that you want to include in the product gallery, or drag them to the

box.

Use Same Images for All SKUs

Method 2: Apply Unique Images for Each SKU

Because we already uploaded an image for the parent product, we’ll use this option to upload

an image of each color. This is the image that will appear in the shopping cart when someone

buys the shirt in a specific color.

1. Select Apply unique images by attribute to each SKU.

2. Select the attribute that the images illustrate. For example: color.

3. For each attribute value, either browse to the images that you want to use for that

configuration, or drag them to the box.

If you drag the an image to a value box, it appears in the sections for the other values, as well.

If you want to delete an image, tap the trashcan icon.

CHAPTER 12: Creating Products Configurable Product

Magento Community Edition 2.1 User Guide 169

Unique Images per SKU

Configure the Prices

Method 1: Apply the Same Price to All SKUs

1. If the price is the same for all variations of the product, select Apply single price to all

SKUs.

2. Enter the Price.

Same Price per SKU

Method 2: Apply a Different Price for Each SKU

1. If the price differs for each or for some variations of the product, select Apply unique

prices by attribute to each SKU.

2. Select the attribute that is the basis of the price difference.

3. Enter the price for each attribute value. In this example, the XL size costs more.

Configurable Product CHAPTER 12: Creating Products

170 Magento Community Edition 2.1 User Guide

Unique Price per SKU

Configure the Quantity

Method 1: Apply the Same Quantity to All SKUs

1. If the quantity is the same for all SKUs, select Apply single quantity to each SKU.

2. Enter the Quantity.

Same Quantity for All SKUs

Method 2: Apply Different Quantity by Attribute

1. If the quantity is the different for each SKU, select Apply unique quantity by attribute to

each SKU.

2. Enter the Quantity for each.

Different Quantities per Attribute

CHAPTER 12: Creating Products Configurable Product

Magento Community Edition 2.1 User Guide 171

2. When complete, tap Next in the upper-right corner.

Step 4: Generate the Product Configurations

1. Wait a moment for the list of products to appear.

2. Do one of the following:

lIf you are satisfied with the configurations, tap Next.

lTo make corrections, tap Back.

Summary

The current product variations appear at the bottom of the Configuration section.

Current Configurations

Step 5: Add a Product Image

1. Scroll down to the Images and Videos section. Then, expand the section.

2. Click the Camera tile, and browse to the main image that you want to use for the configurable

product.

Configurable Product CHAPTER 12: Creating Products

172 Magento Community Edition 2.1 User Guide

To learn more, see: Images and Video.

Step 6: Complete the Product Information

Scroll down and complete the information in the following sections as needed:

lContent

lRelated Products, Up-Sells, and Cross-Sells

lSearch Engine Optimization

lCustomizable Options

lProducts in Websites

lDesign

lGift Options

Step 7: Publish the Product

1. If you are ready to publish the product in the catalog, set the Enable Product switch to the

“Yes” position.

2. Do one of the following:

Method 1: Save and Preview

1. In the upper-right corner, tap Save.

2. To view the product in your store, choose Customer View on the Admin menu. The

store opens in a new browser tab.

Customer View

Method 2: Save and Close

On the Save menu, choose Save & Close.

Save & Close

CHAPTER 12: Creating Products Configurable Product

Magento Community Edition 2.1 User Guide 173

Step 8: Configure the Cart Thumbnails (Optional)

If you have a different image for each variation you can set the configuration to use the correct

image for the shopping cart thumbnail.

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Sales, choose Checkout. Then, expand the Shopping Cart

section.

3. Set Configurable Product Image to “Product Thumbnail Itself.”

4. When complete, tap Save Config.

Shopping Cart - Configurable Product Image

THINGS TO REMEMBER

A configurable product allows the shopper to choose options from drop-down lists. Each

option is actually a separate, simple product.

Each drop-down list values is based on an attribute of the “Dropdown”input type. The drop-

down attributes must be included in the attribute set, which is then used as a template for

the configurable product.

The thumbnail image in the shopping cart can be set to display the image from the

configurable product record, or from the product variation.

Configurable Product CHAPTER 12: Creating Products

174 Magento Community Edition 2.1 User Guide

Grouped Product

A grouped product is made up of simple standalone products that are presented as a group.

You can offer variations of a single product, or group them by season or theme to create a set of

different products. Each product can be purchased separately, or as part of the group. In the

shopping cart, each item is listed separately.

Grouped Product

Process Overview:

Step 1: Choose the Product Type

Step 2: Choose the Attribute Set

Step 3: Complete the Required Settings

Step 4: Complete the Basic Settings

Step 5: Add Products to the Group

Step 6: Publish the Product

Step 7: Configure the Cart Thumbnails (Optional)

CHAPTER 12: Creating Products Grouped Product

Magento Community Edition 2.1 User Guide 175

Step 1: Choose the Product Type

1. On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

2. In the upper-right corner on the Add Product menu, choose Simple Product.

Add Simple Product

Step 2: Choose the Attribute Set

To choose the attribute set that is used as a template for the product, do one of the following:

lIn the Search box, enter the name of the attribute set.

lIn the list, choose the attribute set that you want to use.

The form is updated to reflect the change.

Choose Template

Grouped Product CHAPTER 12: Creating Products

176 Magento Community Edition 2.1 User Guide

Step 3: Complete the Required Settings

1. Enter the product Product Name.

2. Accept the default SKU that is based on the product name, or enter another.

Take note that the Quantity field is not available because the value is derived from the

individual products that make up the group.

3. Because the product is not yet ready to publish, set the Enable Product switch to the “No”

position.

4. Tap Save and continue.

When the product is saved, the Store View chooser appears in the upper-left corner.

5. Choose the Store View where the product is to be available.

Choose Store View

Step 4: Complete the Basic Settings

1. Accept the Stock Status setting, “In Stock.”

2. To assign Categories to the product, tap the Select… box. Then, do either of the following:

Choose an existing category:

a. Start typing in the box to find a match.

b. Mark the checkbox of the category that is to be assigned.

Create a new category:

a. Tap New Category.

b. Enter the Category Name and choose the Parent Category to determine its position in the

menu structure.

c. Tap Create Category.

CHAPTER 12: Creating Products Grouped Product

Magento Community Edition 2.1 User Guide 177

3. Accept the Visibility settings, “Catalog, Search.”

4. To feature the product in the list of new products, choose the Set Product as New From and

To dates on the calendar.

5. Choose the Country of Manufacture.

There might be additional individual attributes that describe the product. The selection varies

attribute set, and you can complete them later.

Grouped Product Details

Step 5: Add Products to the Group

1. Scroll down to the Grouped Products section. Then, tap Add Products to Group.

Grouped Products

2. If necessary, use the filters to find the products that you want to include in the group.

3. In the list, mark the checkbox of each item that you want to include in the group.

Grouped Product CHAPTER 12: Creating Products

178 Magento Community Edition 2.1 User Guide

Add Selected Products

4. Tap Add Selected Products to add them to the group.

The selected products appear in the Grouped Products section.

Products in Group

5. Then, do any of the following:

lEnter a Default Quantity for any of the items.

lTo change the order of the products, grab the Change Order icon in the first column, and

drag the product to the new position in the list.

lTo remove a product from the group, click Remove.

CHAPTER 12: Creating Products Grouped Product

Magento Community Edition 2.1 User Guide 179

Step 5: Complete the Product Information

Complete the information in the following sections as needed:

lContent

lImages and Videos

lSearch Engine Optimization

lRelated Products, Up-Sells, and Cross-Sells

lCustomizable Options

lProducts in Websites

lDesign

lGift Options

Step 6: Publish the Product

1. If you are ready to publish the product in the catalog, set the Enable Product switch to the

“Yes” position.

2. Do one of the following:

Method 1: Save and Preview

1. In the upper-right corner, tap Save .

2. To view the product in your store, choose Customer View on the Admin menu. The

store opens in a new browser tab.

Customer View

Method 2: Save and Close

On the Save menu, choose Save & Close.

Save & Close

Grouped Product CHAPTER 12: Creating Products

180 Magento Community Edition 2.1 User Guide

Step 7: Configure the Cart Thumbnails (Optional)

If you have a different image for each product in the group, you can set the configuration to

use the correct image for the shopping cart thumbnail.

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Sales, choose Checkout.

3. Expand the Shopping Cart section. Then, do the following:

a. If necessary, clear the Use system value checkbox.

b. Set Grouped Product Image to “Product Thumbnail Itself.”

4. Tap Save Config .

Shopping Cart

THINGS TO REMEMBER

A grouped product is essentially a collection of simple associated products.

Simple and virtual products that are part of a grouped product cannot have custom options.

Each item purchased appears individually in the shopping cart, rather than as part of the

group.

The thumbnail image in the shopping cart can be set to display the image from the grouped

parent product, or associated product.

CHAPTER 12: Creating Products Grouped Product

Magento Community Edition 2.1 User Guide 181

Virtual Product

Virtual products are used to represent non-tangible items such as memberships, services,

warranties, or subscriptions. Virtual products can be sold individually, or included as part of

the following product types:

lGrouped Product

lBundle Product

Aside from the absence of the Weight field, the process of creating a virtual product and a

simple product is the same.

Virtual Product

Process Overview:

Step 1: Choose the Product Type

Step 2: Choose the Attribute Set

Step 3: Complete the Required Settings

Step 4: Complete the Basic Settings

Step 5: Complete the Product Information

Step 6: Publish the Product

Virtual Product CHAPTER 12: Creating Products

182 Magento Community Edition 2.1 User Guide

Step 1: Choose the Product Type

1. On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

2. In the upper-right corner on the Add Product menu, choose Virtual Product.

Add Virtual Product

Step 2: Choose the Attribute Set

To choose the attribute set that is used as a template for the product, do one of the following:

lIn the Search box, enter the name of the attribute set.

lIn the list, choose the attribute set that you want to use.

The form is updated to reflect the change.

Choose Attribute Set

CHAPTER 12: Creating Products Virtual Product

Magento Community Edition 2.1 User Guide 183

Step 3: Complete the Required Settings

1. Enter the product Product Name.

2. Accept the default SKU that is based on the product name, or enter another.

3. Enter the product Price.

4. Because the product is not yet ready to publish, set the Enable Product switch to the “No”

position.

5. Tap Save and continue.

When the product is saved, the Store View chooser appears in the upper-left corner.

6. Choose the Store View where the product is to be available.

Choose Store View

Step 4: Complete the Basic Settings

1. Set Tax Class to one of the following:

lNone

lTaxable Goods

2. Enter the Quantity of the product that is currently in stock. Then, do the following:

a. Accept the default Stock Status setting, “In Stock.”

Note that the Weight field is not used, because a virtual product is not shipped.

b. Accept the default Visibility setting, “Catalog, Search.”

3. To assign Categories to the product, tap the Select… box. Then, do either of the following:

Choose an existing category:

a. Start typing in the box to find a match.

b. Mark the checkbox of the category that is to be assigned.

Virtual Product CHAPTER 12: Creating Products

184 Magento Community Edition 2.1 User Guide

Create a new category:

a. Tap New Category.

b. Enter the Category Name and choose the Parent Category to determine its position in the

menu structure.

c. Tap Create Category.

There might be additional individual attributes that describe the product. The selection varies

attribute set, and you can complete them later.

Step 5: Complete the Product Information

Complete the information in the following sections as needed:

lContent

lImages and Videos

lSearch Engine Optimization

lRelated Products, Up-Sells, and Cross-Sells

lCustomizable Options

lProducts in Websites

lDesign

lGift Options

Step 6: Publish the Product

1. If you are ready to publish the product in the catalog, set the Enable Product switch to the

“Yes” position.

2. Do one of the following:

Method 1: Save and Preview

1. In the upper-right corner, tap Save.

2. To view the product in your store, choose Customer View on the Admin menu. The

store opens in a new browser tab.

Customer View

CHAPTER 12: Creating Products Virtual Product

Magento Community Edition 2.1 User Guide 185

Method 2: Save and Close

On the Save menu, choose Save & Close.

Save & Close

THINGS TO REMEMBER

Virtual products are used for non-tangible products such as services, subscriptions, and

warranties.

Virtual products are much like simple products, but without weight.

Shipping Options do not appear during checkout unless there is a tangible product in the

cart.

Virtual Product CHAPTER 12: Creating Products

186 Magento Community Edition 2.1 User Guide

Bundle Product

A bundle is a “build your own,” customizable product. Each item in a bundle can be based on

one of the following product types:

lSimple Product

lVirtual Product

Bundle Product

CHAPTER 12: Creating Products Bundle Product

Magento Community Edition 2.1 User Guide 187

Customizing the Bundle

The selection of options appears when the customer taps either the Customize and Add to Cart

button. Because the products that are included in the bundle vary, the SKU, Price, and Weight

can be set to either a dynamic or fixed value.

Minimum Advertised Price (MAP) is not available for Bundle products with dynamic pricing.

Customize Bundle

The following instructions walk you through the process of creating a bundle product with the

basic settings. Each required field is marked with a red asterisk (*). After you complete the

required settings and save the product, you can complete the remaining information as needed.

Process Overview:

Step 1: Choose the Product Type

Step 2: Choose the Attribute Set

Step 3: Complete the Required Settings

Step 4: Complete the Basic Settings

Step 5: Add the Bundle Items

Step 6:Complete the Product Information

Step 7: Publish the Product

Bundle Product CHAPTER 12: Creating Products

188 Magento Community Edition 2.1 User Guide

Step 1: Choose the Product Type

1. On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

2. In the upper-right corner on the Add Product menu, choose Bundle Product.

Add Bundle Product

Step 2: Choose the Attribute Set

To choose the attribute set that is used as a template for the product, do one of the following:

lIn the Search box, enter the name of the attribute set,

lIn the list, choose the attribute set that you want to use.

The form is updated to reflect the change.

Choose Template

CHAPTER 12: Creating Products Bundle Product

Magento Community Edition 2.1 User Guide 189

Step 3: Complete the Required Settings

1. Enter the product Product Name.

2. You can either accept the default SKU that is based on the product name, or enter a different

value. To determine the type of SKU that is assigned to each bundle item, do the following:

lADynamic SKU can be assigned automatically to each bundle item by adding a suffix to

the default SKU. By default, Dynamic SKU is set to “Yes.”

lIf you prefer to assign a unique SKU for each bundle item, set Dynamic SKU to the “No”

position.

Dynamic SKU and Price

3. To determine the price of the bundle, do one of the following:

lADynamic Price changes to reflect the options chosen by the customer. By default,

Dynamic Price is set to “Yes,” and the Price field is left blank.

lTo charge a fixed price for the bundle, set Dynamic Price to the “No.” position. Then,

enter the Price that you want to charge for the bundle.

4. Because the product is not yet ready to publish, set the Enable Product switch to the “No”

position.

5. Tap Save and continue.

When the product is saved, the Store View chooser appears in the upper-left corner.

6. Choose the Store View where the product is to be available.

Choose Store View

Bundle Product CHAPTER 12: Creating Products

190 Magento Community Edition 2.1 User Guide

Step 4: Complete the Basic Settings

1. If the bundle has Fixed Pricing, set Tax Class to one of the following:

lNone

lTaxable Goods

If the bundle has Dynamic Pricing, the tax is determined for each bundle item.

2. Take note of the following:

lThe Quantity is not available because the value is determined for each bundle item.

lThe Stock Status is set by default to “In Stock.”

3. To determine the weight of the bundle, do one of the following:

lADynamic Weight changes to reflect the options chosen by the customer. By default,

Dynamic Weight is set to “Yes,” and the Weight field is left blank.

lTo assign a fixed weight to the bundle, set Dynamic Weight to the “No.” position.

Then, enter the Weight of the bundle.

Dynamic Weight

4. To feature the product in the list of new products, mark the Set Product as New checkbox.

5. Accept the default Visibility setting, “Catalog, Search.”

6. To assign Categories to the product, tap the Select… box. Then, do either of the following:

Choose an existing category:

a. Start typing in the box to find a match.

b. Mark the checkbox of each category that is to be assigned.

Create a new category:

a. Tap New Category.

b. Enter the Category Name and choose the Parent Category to determine its position in the

menu structure.

c. Tap Create Category.

7. Choose the Country of Manufacture.

CHAPTER 12: Creating Products Bundle Product

Magento Community Edition 2.1 User Guide 191

Bundle Details

There might be additional attributes that describe the product. The selection varies attribute

set, and you can complete them later.

Step 5: Add the Bundle Items

1. Scroll down to the Bundle Items section. Then, set Ship Bundle Items to one of the following:

lSeparately

lTogether

Bundle Items

2. Tap Add Option, Then, do the following:

Bundle Product CHAPTER 12: Creating Products

192 Magento Community Edition 2.1 User Guide

Add Bundle Options

a. Enter an Option Title to be used field label.

b. Set Input Type to one of the following:

lDrop-down

lRadio buttons

lCheckbox (See Note.)

lMultiple Select (See Note.)

c. To make the field a required entry, mark the Required checkbox.

d. Tap Add Products to Option. Then, mark the checkbox of each product that you want to

include in this option. If there are many products, use the list filters and pagination

controls to find the products you need.

e. Tap Add Selected Products.

Add Selected Products

f. After the items appear in the Options section choose one to be the Default selection.

g. In the Default Quantity column, enter the quantity of each item that is to be added to the

bundle when a customer chooses the item.

h. To allow customers to change the quantity of a bundle item, select the User Defined

option.

CHAPTER 12: Creating Products Bundle Product

Magento Community Edition 2.1 User Guide 193

The quantity can be a preset or user-defined value. However, do not assign the User Defined

property to checkbox or multiple-select input types.

By default, the Default Quantity that is included in a bundle item cannot be changed by

the customer. However, the customer can enter the quantity of the item that is to be

included in the bundle.

For example, if the Default Quantity of the Sprite Status Ball is set to 2, and the customer

orders 4 of that bundle option, the total number of total balls purchased is 8.

Item Detail

3. Repeat these steps for each item you want to add to the bundle.

4. To remove any item from the bundle, tap the Delete icon.

5. When complete, tap Save.

Step 6: Complete the Product Information

Scroll down and complete the information in the following sections as needed:

lContent

lImages and Videos

lSearch Engine Optimization

lRelated Products, Up-Sells, and Cross-Sells

lCustomizable Options

lProducts in Websites

lDesign

lGift Options

Bundle Product CHAPTER 12: Creating Products

194 Magento Community Edition 2.1 User Guide

Step 7: Publish the Product

1. If you are ready to publish the product in the catalog, set the Enable Product switch to the

“Yes” position.

2. Do one of the following:

Method 1: Save and Preview

1. In the upper-right corner, tap Save.

2. To view the product in your store, choose Customer View on the Admin menu. The

store opens in a new browser tab.

Customer View

Method 2: Save and Close

On the Save menu, choose Save & Close.

Save & Close

CHAPTER 12: Creating Products Bundle Product

Magento Community Edition 2.1 User Guide 195

Input Controls

CONTROL DESCRIPTION

Drop-down Displays a drop-down list of options with the product name and price.

Only one item can be selected.

Radio Buttons Displays a radio button for each option, followed by the product name

and price. Only one item can be selected.

Checkbox Displays a checkbox for each option, followed by the product name

and price. Multiple items can be selected.

Multiple Select Displays a list of options with the product name and price. To select

multiple items, hold down the Ctrl (or Option) key, and click each

item.

Bundle Product CHAPTER 12: Creating Products

196 Magento Community Edition 2.1 User Guide

Field Descriptions

FIELD DESCRIPTION

SKU Determines if each item is assigned a variable, dynamic SKU, or if a

fixed SKU is used for the bundle. Options include: Fixed/Dynamic.

Weight Specifies the weight is calculated based on the items selected, or is

a fixed weight for the entire bundle. Options include:

Fixed/Dynamic.

Price View Determines if the product price is shown as a range, from the least

expensive to the most expensive (Price Range), or with the least

expensive shown (As Low As). Options include: Price Range/ As

Low As.

Ship Bundle Items Specifies if individual items can be shipped separately.

THINGS TO REMEMBER

Customers can “build their own” bundle product.

Bundle items can be simple or virtual products without custom options.

The Price View can be set to a price range or to “As Low As.”

SKU and Weight can be either “Fixed” or “Dynamic.”

The quantity can be a preset or user-defined value. However, do not assign the User

Defined property to checkbox or multiple-select input types.

Bundle items can be shipped together or separately.

CHAPTER 12: Creating Products Bundle Product

Magento Community Edition 2.1 User Guide 197

Downloadable Product

A downloadable product can be anything that you can deliver as a file, such as an eBook,

music, video, software application, or update. You can offer an album for sale, and sell each

song individually. You can also use a downloadable product to deliver an electronic version of

your product catalog.

Because the actual download doesn’t become available until after the purchase, you can provide

samples, such as an excerpt from a book, a clip from an audio file, or a trailer from a video that

the customer can try before purchasing the product. The files that you make available for

download can be either uploaded to your server, or from a different server.

Downloadable Product

Downloadable products can be configured to require that the customer log in to an account to

receive the link, or can be sent by email and shared with others. The status of the order before

the download becomes available, default values, and other delivery options are set in the

configuration. To learn more, see: Configuring Download Options.

The following instructions take you through the process of creating a downloadable product

with the basic fields. Each required field is marked in the Admin with a red asterisk (*). After

you complete the required settings and save the product, you can add images and complete the

remaining product information as needed.

Downloadable file names can include letters and numbers. Either a dash or underscore character

can be used to represent a space between words. Any invalid characters in the file name are

replaced with an underscore.

Downloadable Product CHAPTER 12: Creating Products

198 Magento Community Edition 2.1 User Guide

Process Overview:

Step 1: Choose the Product Type

Step 2: Choose the Attribute Set

Step 3: Complete the Required Settings

Step 4: Complete the Basic Settings

Step 5: Complete the Downloadable Information

Step 6: Complete the Product Information

Step 7: Publish the Product

Step 1: Choose the Product Type

1. On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

2. In the upper-right corner on the Add Product menu, choose Downloadable Product.

Add Downloadable Product

Step 2: Choose the Attribute Set

The sample data includes an attribute set called “Downloadable” that has special fields for

downloadable products. You can use an existing template, or create another before the product

is saved.

To choose the attribute set that is used as a template for the product, do one of the following:

lIn the Search box, enter the name of the attribute set.

lIn the list, choose the “Downloadable” attribute set.

The form is updated to reflect the change.

CHAPTER 12: Creating Products Downloadable Product

Magento Community Edition 2.1 User Guide 199

Choose Attribute Set

Step 3: Complete the Required Settings

1. Enter the product Product Name.

2. Accept the default SKU that is based on the product name, or enter another.

3. Enter the product Price.

4. Because the product is not yet ready to publish, set the Enable Product switch to the “No”

position.

5. Tap Save and continue.

When the product is saved, the Store View chooser appears in the upper-left corner.

6. Choose the Store View where the product is to be available.

Choose Store View

Downloadable Product CHAPTER 12: Creating Products

200 Magento Community Edition 2.1 User Guide

Step 4: Complete the Basic Settings

1. Set Tax Class to one of the following:

lNone

lTaxable Goods

2. Enter the Quantity of the product that is currently in stock.

Take note of the following:

lBy default, Stock Status is set to “Out of Stock.”

lThe Weight field is not used, because downloadble products are not shipped.

3. Accept the default Visibility setting, “Catalog, Search.”

4. To feature the product in the list of new products, mark the Set Product as New checkbox.

5. To assign Categories to the product, tap the Select… box. Then, do either of the following:

Choose an existing category:

a. Start typing in the box to find a match.

b. Mark the checkbox of each category that is to be assigned.

Create a new category:

a. Tap New Category.

b. Enter the Category Name and choose the Parent Category to determine its position in the

menu structure.

c. Tap Create Category.

6. Set Format to one of the following:

lDownload

lDVD

If necessary, you can edit the attribute to add more values.

CHAPTER 12: Creating Products Downloadable Product

Magento Community Edition 2.1 User Guide 201

Product Details

There might be additional attributes that describe the product. The selection varies attribute

set, and you can complete them later.

Step 5: Complete the Downloadable Information

1. Scroll down to Downloadable Information, and expand the section. Then, mark the Is this

downloadable product? checkbox.

The Downloadable Information section has two parts. The first part describes each download

link, and the second part describes each sample file. The default value for many of these

options can be set in the configuration.

Downloadable Information

Downloadable Product CHAPTER 12: Creating Products

202 Magento Community Edition 2.1 User Guide

Part 1: Complete the Links

1. In the Links section, enter the Title that you want to use as a heading for the download

links.

2. If applicable, mark the Links can be purchased separately checkbox.

3. Tap Add Link. Then, do the following:

a. Enter the Title and Price of the download.

b. For both File and Sample files, choose one of the following methods of distribution

for the downloads:

Upload File To upload the the distribution file to the server, choose

“Upload File.”Then, browse to the file, and select it for

upload.

URL To access the distribution file from a URL, choose “URL”

Then, enter the full URL to the download file.

c. Set Shareable to one of the following:

No Requires customers to log in to their accounts to access the

download link.

Yes Sends the link by email, which customers can share with

others.

Use Config Uses the method that is specified in the Dowloadable Product

Options configuration.

d. Do one of the following:

lTo limit downloads per customer, enter the number of Max. Downloads.

lTo allow unlimited downloads, mark the Unlimited checkbox.

Link Detail

4. To add another link, tap Add Link. Then, repeat these steps.

CHAPTER 12: Creating Products Downloadable Product

Magento Community Edition 2.1 User Guide 203

Part 2: Complete the Samples

1. In the Samples section, enter the Title that you want to use as a heading for the samples.

2. To complete the information for each sample, tap Add Link.

Samples

3. Complete the link detail as follows:

a. Enter the Title of the individual sample.

b. Choose one of the following distribution methods:

Upload File To upload the the sample distribution file to the server, choose

“Upload File.”Then, browse to the file, and select it for

upload.

URL To access the sample distribution file from a URL, choose

“URL” Then, enter the full URL to the download file.

c. To add another sample, tap Add Link, and repeat these steps.

d. To change the order of the samples, grab the Change Order icon, and drag the

sample to a new position.

Downloadable Product CHAPTER 12: Creating Products

204 Magento Community Edition 2.1 User Guide

Step 6: Complete the Product Information

Scroll down and complete the information in the following sections as needed:

lContent

lImages and Videos

lSearch Engine Optimization

lRelated Products, Up-Sells, and Cross-Sells

lCustomizable Options

lProducts in Websites

lDesign

lGift Options

Step 7: Publish the Product

1. If you are ready to publish the product in the catalog, set the Enable Product switch to the

“Yes” position.

2. Do one of the following:

Method 1: Save and Preview

1. In the upper-right corner, tap Save.

2. To view the product in your store, choose Customer View on the Admin menu. The

store opens in a new browser tab.

Customer View

Method 2: Save and Close

On the Save menu, choose Save & Close.

CHAPTER 12: Creating Products Downloadable Product

Magento Community Edition 2.1 User Guide 205

Save & Close

THINGS TO REMEMBER

Downloadable products can be uploaded to the server, or linked to from another server on

the Internet.

You can determine the number of times a customer can download a product.

Customers who purchase a downloadable product can be required to log in before going

through checkout.

The delivery of a downloadable product can be made when the order is in either a “Pending”

or “Invoiced” state.

Downloadable Product CHAPTER 12: Creating Products

206 Magento Community Edition 2.1 User Guide

Configuring Download Options

The downloadable configuration settings determine the default values and delivery options for

downloadable products, and specify if guests can purchase downloads.

To configure download options:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Catalog.

3. Expand the Downloadable Product Options section, and do the following:

Downloadable Product Options

a. To determine the stage in the order workflow when the download becomes available, set

Order Item Status to Enable Downloads to one of the following:

lPending

lInvoiced

b. To set a default limit on the number of downloads that a single customer can make, enter

the number in the Default Maximum Number of Downloads field.

c. Set Shareable to one of the following:

Yes Allows customers to email the download link to others.

No Prevents customers from sharing the download link with others by requiring

customers to log in to their accounts to access download links.

d. In the Default Sample Title field, enter the heading that you want to appear above the

selection of samples.

CHAPTER 12: Creating Products Downloadable Product

Magento Community Edition 2.1 User Guide 207

Sample Title

e. In the Default Link Title field, enter the default text that you want to use for download

links.

f. If you want the download link to open in a new browser window, set Opens Links in New

Window to “Yes.” This setting is used to keep the browser window to your store open.

g. To determine how downloadable content is delivered, set Use Content Disposition to one

of the following:

Attachment Delivers the download link by email as an attachment.

Inline Delivers the download link as a link on a web page.

h. If you want to require that purchasers register for a customer account and log in before

purchasing a download, set Disable Guest Checkout if Cart Contains Downloadable

Items to “Yes.”

4. When complete, tap Save Config.

Downloadable Product CHAPTER 12: Creating Products

208 Magento Community Edition 2.1 User Guide

CHAPTER 13:

Product Settings

The most frequently used product settings and attributes are located at the top of the page,

followed by custom attributes. Any other product settings are in expandable sections at the

bottom of the page.

Product Settings

Magento Community Edition 2.1 User Guide 209

Advanced Product Settings

To access the advanced pricing and inventory settings, click the link below the Price and

Quantity fields. To learn more, see:

lManaging Pricing

lManaging Inventory

Advanced Links

Advanced Product Settings CHAPTER 13: Product Settings

210 Magento Community Edition 2.1 User Guide

Other Product Settings

The remaining product settings are located at the bottom of the page. Some settings are

available for all products, and others are available for specific product types. Additional

settings might appear when the product is saved for the first time.

To expand or collapse each section:

Tap the section. The button indicates if it is currently expanded or collapsed .

Other Settings

General Settings

SECTION DESCRIPTION

Content The Content section is used to enter the main product description

that appears on the product page. The short description can be used

in most RSSfeeds, and might also appear in catalog listings,

depending on theme. The product description can be formatted using

the editor toolbar.

Product Reviews The Product Reviews section lists all reviews that customers have

submitted about the product. The section appears only after a new

product has been saved.

Images and Videos From the Images and Videos section, you can perform basic image

management tasks such as upload multiple images, rearrange the

order of images, and control how each image is used. For more

control over individual images, you can open each image in “detail

view.”

CHAPTER 13: Product Settings Other Product Settings

Magento Community Edition 2.1 User Guide 211

SECTION DESCRIPTION

Search Engine

Optimization

The Search Engine Optimization section specifies the URLKey and

meta data fields that are used by search engines to index the product.

Although some search engines ignore meta keywords, others

continue to use them. The current best practice is to incorporate high-

value keywords in both the meta title and meta description.

Related Products

Related products are meant to be purchased in addition to the item the customer is viewing.

The customer can place the item in the shopping cart by simply clicking the checkbox. The

placement of the Related Products block varies according to theme and page layout. In the

example below, it appears at the bottom of the Product View page. With a 2 column layout, the

Related Product block often appears in the right sidebar.

Related Products

CHAPTER 13: Product Settings Other Product Settings

Magento Community Edition 2.1 User Guide 219

To set up related products:

1. Open the product in edit mode.

2. Scroll down and expand the Related Products, Up-Sells, and Cross-Sells section. Then,

tap AddRelatedProducts.

Related Products

3. Use the filter controls to find the products that you want.

4. In the list, mark the checkbox of any product you want to feature as a related product.

Related Products

5. When complete, tap Add Selected Products.

Other Product Settings CHAPTER 13: Product Settings

220 Magento Community Edition 2.1 User Guide

Up-sells

Up-sell products are items that your customer might prefer instead of the product currently

considered. An item offered as an up-sell might be of a higher quality, more popular, or have

better profit margin. Up-sell products appear on the product page under a heading such as,

“You may also be interested in the following product(s).”

Upsell

To select up-sell products:

1. Open the product in edit mode.

2. Scroll down and expand the Related Products, Up-Sells, and Cross-Sells section. Then,

tap AddUp-SellProducts.

3. Use the filter controls to find the products that you want.

CHAPTER 13: Product Settings Other Product Settings

Magento Community Edition 2.1 User Guide 221

4. In the list, mark the checkbox of any product you want to feature as an up-sell product.

Upsell Products

5. When complete, tap Add Selected Products.

Other Product Settings CHAPTER 13: Product Settings

222 Magento Community Edition 2.1 User Guide

Cross-sells

Cross-sell items are similar to impulse purchases positioned next to the cash register in the

checkout line. Products offered as a cross-sell appear on the shopping cart page, just before the

customer begins the checkout process.

Cross-sells in Shopping Cart

CHAPTER 13: Product Settings Other Product Settings

Magento Community Edition 2.1 User Guide 223

To select cross-sell products:

1. Open the product in edit mode.

2. Scroll down and expand the Related Products, Up-Sells, and Cross-Sells section. Then,

tap AddCross-SellProducts.

3. Use the filter controls to find the products that you want.

Other Product Settings CHAPTER 13: Product Settings

224 Magento Community Edition 2.1 User Guide

4. In the list, mark the checkbox of any product you want to feature as a cross-sell product.

Cross-sell Products

5. When complete, tap AddSelectedProducts.

CHAPTER 13: Product Settings Other Product Settings

Magento Community Edition 2.1 User Guide 225

Customizable Options

Adding customizable options to a product is an easy way to offer customers a selection of

options with a variety of text, selection, and date input types. Customizable options are a good

solution if your inventory needs are simple. However, because they are based on variations of a

single SKU, they cannot be used to manage stock. If you have multiple products with the same

options, you can set up one product, and import the options to the other products.

To create customizable options:

1. Open the product in edit mode.

2. Scroll down and expand the Customizable Options section. Then, tap Add Option.

Customizable Options

3. In the upper-left corner, tap New Option. Then, do the following:

a. In the Option Title field, enter a name for the option.

b. Set the Option Type for data entry.

c. If the option is not required to purchase the product, clear the Required checkbox.

New Option

4. Tap Add New Row. Then, complete the following:

Other Product Settings CHAPTER 13: Product Settings

226 Magento Community Edition 2.1 User Guide

Add Value

a. In the Title field, enter a name for this option.

b. In the Price field, enter any markup or markdown from the base product price that applies

to this option.

c. Set Price Type to one of the following:

Fixed The price of the variation differs from the price of the base product by

a fixed monetary amount, such as $1.

Percentage The price of the variation differs from the price of the base product by

a percentage, such as 10%.

d. Enter a SKU for the option. The option SKUis a suffix that is added to the product SKU.

e. To change the order of the options, tap the Change Order icon , and drag the option to a

new position in the list.

Change Order of Options

f. Repeat this step for each option to be added.

5. When complete, tap Save.

CHAPTER 13: Product Settings Other Product Settings

Magento Community Edition 2.1 User Guide 227

To import customizable options:

1. In the Customizable Options section, tap Import Options.

Customizable Options

2. All products with customizable options appear in the grid.

3. In the list, mark the checkbox of the product with the options that you want to import.

4. Tap Import.

5. When complete, you can continue to add more custom options, or tap Save and Close.

INPUT TYPE DESCRIPTION

TEXT

Field A single line input field for text.

Area A multiple-line input box for paragraphs of text. You

can use the WYSIWYG Editor to format the text with

HTML tags, or type HTML directly into the text area.

FILE

File A file to be uploaded by the customer.

SELECT

Drop-down A drop-down list of options. Only one item can be

selected at a time.

Radio Buttons A set of options that allows only one to be selected at

a time.

Input Controls

Other Product Settings CHAPTER 13: Product Settings

228 Magento Community Edition 2.1 User Guide

INPUT TYPE DESCRIPTION

Checkbox A checkbox is a variation of a yes/no option. If the

product has more than one checkbox, multiple

selections can be made at the same time.

Multiple Select A drop-down list of options that accepts multiple

selections. To select multiple options, hold down the

Ctrl (PC) or Command (Mac) key.

DATE

Date Date An input field for a date value. The date can be typed

directly into the field, selected from a listm or

calendar. The method of input used and format of the

date is determined by the Date & Time Custom

Options configuration.

Date & Time An input field for date and time values.

Time An input field for a time value.

Input Controls (cont.)

CHAPTER 13: Product Settings Other Product Settings

Magento Community Edition 2.1 User Guide 229

Product in Websites

The Product in Websites section identifies each website where the product is available,

according to the store hierarchy.

Multisite Installation

To copy a product to a different website:

1. Open the product in edit mode.

2. Scroll down and expand the Product in Websites section.

Product in Websites

3. Mark the checkbox of the website where the product is to be copied

For an single website installation, the website checkbox is marked by default.

4. Choose the Store View where the product is to be copied from.

Other Product Settings CHAPTER 13: Product Settings

230 Magento Community Edition 2.1 User Guide

Product in Websites

5. When complete, tap Save. Then, do the following:

a. When you return to the product record, set the Store View chooser to the store view to

which the product was copied. When prompted to confirm scope switching, tap OK.

b. Enter the Price of the product for this store view.

Because the scope of the base currency is set to "website," it is possible to sell the product

for a different price in each website.

6. When complete, tap Save.

CHAPTER 13: Product Settings Other Product Settings

Magento Community Edition 2.1 User Guide 231

Design

The Design settings give you the ability to apply a different theme to the product page, change

the column layout, determine where product options appear, and enter custom XML code.

Design

FIELD SCOPE DESCRIPTION

Theme Store View Gives you the ability to apply a different theme to the

product. Options: (All available themes)

Display product options in Store View Options: Product Info Column / Block after Info

Column

Layout Update XML Store View Add XML code to customize the theme.

Field Descriptions

Other Product Settings CHAPTER 13: Product Settings

232 Magento Community Edition 2.1 User Guide

Scheduled Design Update

The Scheduled Design Update section gives you the ability to make temporary changes to the

appearance of the product page. You can schedule design changes for a season, promotion, or

just to mix things up. Design changes can be scheduled in advance, so they go into effect, or

“drip” on schedule.

Scheduled Design Update

CHAPTER 13: Product Settings Other Product Settings

Magento Community Edition 2.1 User Guide 233

Gift Options

Gift Options can be set at the product level to allow a gift message to be included during

checkout. To override the default configuration setting, clear the Use Config Settings checkbox.

Gift Options

To set gift options for a single product:

1. Open the product in edit mode.

Scroll down and expand the Gift Options section. Then, do the following:

a. To override the default setting, clear the Use Config Settings checkbox.

b. Set Allow Gift Message as needed for the product.

2. When complete, tap Save.

Downloadable Information

The Downloadable Information section is used to generate the links to downloadable products

and samples. To learn more, see: Downloadable Product.

Downloadable Information

Other Product Settings CHAPTER 13: Product Settings

234 Magento Community Edition 2.1 User Guide

Grouped Products

The Grouped Products section is used to add individual products to a Grouped product. After

the products are added, they appear in the section.

Grouped Product Items

CHAPTER 13: Product Settings Other Product Settings

Magento Community Edition 2.1 User Guide 235

Bundle Items

The Bundle Items section is used to add items to a Bundle product type, and also to edit the

current selection of items.

Bundle Items Section

Bundle Items

Other Product Settings CHAPTER 13: Product Settings

236 Magento Community Edition 2.1 User Guide

CHAPTER 14:

Managing Pricing

Magento supports a number of pricing options that you can use for promotions, or to meet the

minimum advertised pricing requirements of the manufacturer. Changes to product pricing can

be made on schedule, or by price rule that is applied at the product level or in the shopping

cart. Topics in this chapter:

lAdvanced Pricing

lGroup Price

lSpecial Price

lTier Price

lMinimum Advertised Price

Magento Community Edition 2.1 User Guide 237

Advanced Pricing

The Advanced Pricing settings define the required conditions for special pricing based on the

customer group and website, and also determine quantity discount tier pricing.

Advanced Pricing

To display the Advanced Pricing options:

1. Open the product in edit mode.

2. Under the Price field, click Advanced Pricing.

Advanced Pricing

Advanced Pricing CHAPTER 14: Managing Pricing

238 Magento Community Edition 2.1 User Guide

FIELD DESCRIPTION

Group Price Sets up promotional prices for specific customer groups within the

selected website. Options include:

Web Site Identifies the website where the group price

rule applies. This option appears only if the

installation has multiple websites.

Customer Group (Required) Identifies the customer group that

qualifies to receive the group price.

Price (Required) Specifies the product price for

members of the customer group, within the

specific website.

Action Deletes the current Group Price rule.

Add Group Price Inserts an additional row for a new Group Price rule

Special Price Offers a discounted price during the time period defined by the

From/To dates.

In the storefront when a special price is available, the retail price is

crossed out and the special price appears below in large, bold text.

From Sets the first date the Special Price is

available. You can either enter the date or

select it from the calendar.

To Sets the last date the Special Price is

available. You can either enter the date or

select it from the calendar.

Cost The actual cost of the item.

Tier Price Offers a quantity discount to members of a specific customer group

and website. Options include:

Web Site Identifies a specific website where the tier

price rule applies.

Customer Group Identifies a specific customer group that

qualifies to receive the tier price discount.

Quantity (Required) The quantity that must be

purchased to receive the tier price.

Field Descriptions

CHAPTER 14: Managing Pricing Advanced Pricing

Magento Community Edition 2.1 User Guide 239

FIELD DESCRIPTION

Price (Required) The discounted product price for

the quantity purchased.

Deletes the current tier price rule.

Add Inserts an additional row for a new tier price rule definition.

Manufacturer's Suggested

Retail Price

The manufacturer's suggested retail price (MSRP)for the product.

Display Actual Price Determines where the actual price of the product is visible to the

customer. Options:

Use Config Uses the current configuration setting for the

price display.

On Gesture Displays the actual product price in a popup,

in response to the "Click for price" or What's

this?" link.

In Cart Displays the actual product price in the

shopping cart.

Before Order

Confirmation

Displays the actual product price at the end

of the checkout process, just before the order

is submitted.

Field Descriptions (cont.)

Advanced Pricing CHAPTER 14: Managing Pricing

240 Magento Community Edition 2.1 User Guide

Group Price

A discounted price on any product can be extended to members of a specific customer group,

provided they shop while logged in to their accounts. The discounted price appears on the

product page with the regular price noted below, and replaces the regular price in the shopping

cart.

Customer group prices are a component of tier pricing, and are set up in a similar way. The

only difference is that the customer group prices have a quantity of 1.

Group Price Discount

To set up a group price:

1. Open the product in edit mode.

2. Below the Price field, click Advanced Pricing.

3. In the Tier Price section, tap Add . Then, do the following:

a. If your Magento installation includes multiple Websites, choose the one(s) where the

group price applies.

b. Choose the Customer Group that is to receive the discount.

c. Enter a quantity of 1.

d. Enter the discounted Price.

CHAPTER 14: Managing Pricing Advanced Pricing

Magento Community Edition 2.1 User Guide 241

Group Price

4. To add another group price tap Add and repeat the previous steps.

5. When complete, tap Done. Then, tap Save.

Group Price Applied in Shopping Cart

Advanced Pricing CHAPTER 14: Managing Pricing

242 Magento Community Edition 2.1 User Guide

Special Price

To offer a special price, enter the discounted price and the dates when the special price is in

effect. The special price appears instead of the regular price, followed by “was (previous price).”

Special Price

To apply a special price:

1. Open the product in edit mode.

2. Below the Price field, click Advanced Pricing.

3. Enter the amount of the Special Price.

4. To establish when the special price is in effect, use the Calendar button to the right of each

field to enter the Special Price From and Special Price To dates.

Special Pricing Settings

5. When complete, tap Done. Then, tap Save.

CHAPTER 14: Managing Pricing Advanced Pricing

Magento Community Edition 2.1 User Guide 243

Tier Price

Tier pricing lets you offer a quantity discount from the catalog list and product detail pages.

The discount can be applied to a specific store view or customer group.

Tier Price on Product Page

The product page calculates the quantity discount and displays a message such as:

Buy 3 for $5.00 each and save 29%

The prices in the storefront take precedence from the highest to the lowest quantity. Therefore,

if you have a tier for the quantity 5 and one for the quantity 10, and a customer adds 5, 6, 7, 8

or 9 items to the shopping cart, the customer receives the discounted price that you specified

for the quantity 5 tier. As soon as the customer adds the 10th item, the discounted price

specified for the quantity 10 tier supersedes the tier for a quantity of 5, and discounted price for

10 applies.

To set up a tier price:

1. Open the product in edit mode.

2. Below the Price field, click Advanced Pricing.

3. In the Tier Price section, tap Add. Then, do the following:

Advanced Pricing CHAPTER 14: Managing Pricing

244 Magento Community Edition 2.1 User Guide

Tier Pricing

a. If your store has multiple websites, choose the Website where the tier pricing applies.

b. If applicable, choose the Customer Group to receive the discount.

c. In the Qty field, enter the quantity that must be ordered to receive the tier price.

d. In the Item Price field, enter the adjusted price of the item.

To apply the same tier to more than one group, create a separate tier for each group, but

with the same Qty and Price information.

4. To add another group price, tap Add and repeat the previous steps.

5. When complete, tap Done. Then, tap Save.

CHAPTER 14: Managing Pricing Advanced Pricing

Magento Community Edition 2.1 User Guide 245

Minimum Advertised Price

Merchants are sometimes prohibited from displaying a price that is lower than the

manufacturer’s suggested retail price (MSRP). Magento’s Minimum Advertised Price (MAP)

gives you the ability to remain in compliance with the manufacturer’s requirements while

offering your customers a better price. Because requirements differ from one manufacturer to

another, you can configure your store to prevent the display of your actual price on pages where

it is not allowed to appear according to the terms of the manufacturer.

MAP Logic

For products with prices that depend on a selected options, (such as custom options, or simple

products with their own SKUs and stock management), the following logic is used:

lMAP is applied to the main price. The prices of options, bundle items, and associated

products (which add or subtract from the main price) appear normally.

lIf a product does not have a main price, and its price is derived from the associated product

prices (such as in a grouped product), the MAP settings of the associated products are

applied.

lIf a product in the cart has the Manufacturer’s Suggested Retail Price (MSRP) specified, the

price is not crossed-out.

For other price settings, the following MAP logic is used:

lIf tier pricing is set, the tier price appears according to the Display Actual Price setting.

lIf a special price is set, it is considered to be the actual price for MAP.

In the order management and customer management tools, as well as in the reports sections of

the Admin, only the actual price appears.

Advanced Pricing CHAPTER 14: Managing Pricing

246 Magento Community Edition 2.1 User Guide

Using MAP with Product Types

PRODUCT TYPE DESCRIPTION

Simple,Virtual The actual price does not automatically appear on catalog list and

product pages, but is included only according to the Display Actual

Price setting. Custom option prices appear normally.

Grouped The prices of associated simple products do not automatically

appear on catalog list and product pages, but are included only

according to the Display Actual Price setting.

Configurable The actual price does not automatically appear on catalog list and

product pages, but is included only according to the Display Actual

Price setting. Option prices appear normally.

Bundle (with fixed price) The actual price does not automatically appear on catalog pages, but

is included only according to the Display Actual Price setting. The

prices of bundle items appear normally.

MAP is not available for bundle products with dynamic pricing.

Downloadable The actual price does not automatically appear on catalog list and

product pages, but is included only according to the Display Actual

Price setting. The price associated with each download link appears

normally.

Using MAP with Price Settings

PRICE SETTING DESCRIPTION

Tier Price If tier pricing is set, the tier pricing message is not displayed in the

catalog. On the product page a notification is displayed that indicates

that the price can be lower when ordering more than a certain

quantity, but the discount is displayed in percentages only. For

associated products of a grouped product, the discounts are not

displayed on the product page.

The tier price is shown according to the Display Actual Price setting.

Special Price If the Special price is specified, the special price is displayed

according to the Display Actual Price setting.

CHAPTER 14: Managing Pricing Advanced Pricing

Magento Community Edition 2.1 User Guide 247

Configuring MAP

Your store’s MAP settings can be applied to all products in your catalog, or configured for

specific products. When Minimum Advertised Price is enabled globally, all product prices in the

storefront are hidden from view. There are a variety of configuration options that you can use to

remain in compliance with the terms of your agreement with the manufacturer, while still

offering your customers a better price.

Actual Price Appears “On Gesture”

On the global level, you can enable or disable MAP, apply it to all products, define how the

actual price is displayed, and edit the text of the related messages and information tips that

appear in the store.

When MAP is enabled, the product-level MAP settings become available. You can apply MAP to

an individual product by entering the MSRP, and choosing how you want the actual price to

appear in the store. Product-level MAP settings override the global MAP settings.

Advanced Pricing CHAPTER 14: Managing Pricing

248 Magento Community Edition 2.1 User Guide

Click for Price

To configure MAP:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. If applicable, in the upper-right corner, set Store View to the view where the configuration

applies.

3. In the panel on the left under Sales, choose Sales.

4. Expand the Minimum Advertised Price section.

5. If necessary, set Enable MAP to “Yes.” Then, do the following:

Minimum Advertised Price

CHAPTER 14: Managing Pricing Advanced Pricing

Magento Community Edition 2.1 User Guide 249

Method 1: Configure MAPfor All Products:

1. To determine when and where you want the actual price to be visible to customers, do the

following:

a. To change the default value, clear the Use system value checkbox.

b. Set Display Actual Price to one of the following:

lIn Cart

lBefore Order Confirmation

lOn Gesture (on click)

2. Enter the text that you want to appear in the Default Popup Text Message.

3. Enter any additional explanation that you want to appear in the Default “What’s This”

Text Message.

4. When complete, tap Save Config .

Method 2: Configure MAP for a Single Product

1. On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

2. Open the product in Edit mode.

3. In the panel on the left under Advanced Settings, choose Advanced Pricing. Then, do the

following:

Manufacturer’s Suggested Retail Price

Advanced Pricing CHAPTER 14: Managing Pricing

250 Magento Community Edition 2.1 User Guide

a. Enter the Manufacturer’s Suggested Retail Price.

In this example, the product price is $54.00, and the MSRP is 59.95.

b. Set Display Actual Price to one of the following:

Use config (Default) Applies the MAP configuration setting.

On Gesture Displays the actual product price in a popup when the customer

clicks the “Click for price” or “What’s this?” link.

In Cart Displays the actual product price in the shopping cart.

Before Order

Confirmation

Displays the actual product price at the end of the checkout

process, just before the order is confirmed.

The Manufacturer’s Suggested Retail Price and Display Actual Price fields appear only when

Minimum Advertised Price is enabled in the configuration.

6. When complete, tap Done. Then, tap Save.

CHAPTER 14: Managing Pricing Advanced Pricing

Magento Community Edition 2.1 User Guide 251

252 Magento Community Edition 2.1 User Guide

CHAPTER 15:

Managing Inventory

Each product in your catalog has both a short and long version of the Advanced Inventory

options, depending on whether you want to manage stock for the product. The long form

appears when Manage Stock is set to “Yes.” The initial values reflect the default Product Stock

Options set in the configuration.

Advanced Inventory (Short Form)

Method 1: Without Stock Management

1. Open the product in edit mode.

2. In the panel on the left under Advanced Settings, choose Advanced Inventory.

3. Set Manage Stock to “No.” If necessary, clear the Use Config Settings checkbox to make the

field available.

4. Enter the Minimum Qty Allowed in Shopping Cart.

5. Enter the Maximum Qty Allowed in Shopping Cart.

6. If you want to sell by quantity increment, do the following:

a. Set Enable Qty Increments to “Yes.”

b. In the Qty Increments field, enter the number of products that must be purchased in an

incremental step. For example, if you enter 6, the customer must purchase the product in

quantities of 6, 12, 18, and so on.

7. When complete, tap Save.

Magento Community Edition 2.1 User Guide 253

FIELD SCOPE DESCRIPTION

Manage Stock Global Determines if inventory control is used to manage this

product in your catalog. Options: Yes / No

Minimum Qty Allowed in

Shopping Cart

Global Determines the minimum number of the product that

can be purchased in a single order.

Maximum Qty Allowed in

Shopping Cart

Global Determines the maximum number of the product that

can be purchased in a single order.

Enable Qty Increments Global Determines if the product can be sold in quantity

increments. Options: Yes / No

Qty Increments Global Enter the number of products that must be purchased

at the same time. For example, if set to 6, the

customer must purchase a quantity of 6, 12, 18, and

so on.

When a product is sold in quantity increments, the

number appears in the upper-right corner, next to the

shopping cart link. If the customer tries to purchase

the product in any other quantity, a message appears

in the shopping cart,

Field Descriptions

Method 2: With Stock Management

1. Open the product in edit mode.

2. In the panel on the left under Advanced Settings, choose Advanced Inventory.

3. Set Manage Stock to “Yes.” If necessary, clear the Use Config Settings checkbox to make the

field available. Then, do the following:

a. Enter the Qty currently in stock.

b. Enter the Qty for Item’s Status to Become Out of Stock.

c. Enter the Minimum Qty Allowed in Shopping Cart.

d. Enter the Maximum Qty Allowed in Shopping Cart.

4. If the quantity is a decimal value, do the following:

a. Set Qty Uses Decimals to “Yes.”

b. If the quantity purchased Can be Divided into Multiple Boxes for Shipping, select “Yes.”

5. Set Backorders to one of the following:

254 Magento Community Edition 2.1 User Guide

CHAPTER 15: Managing Inventory

lNo Backorders

lAllow Qty Below 0

lAllow Qty Below 0 and Notify Customer

6. In the Notify for Quantity Below field, enter the stock level that triggers a Quantity Below

notification.

7. To sell the product in quantity increments, do the following:

a. Set Enable Qty Increments to “Yes.”

b. In the Qty Increments field, enter the number of products that must be purchased in an

incremental step. For example, if you enter 6, the customer must purchase the product in

quantities of 6, 12, 18, and so on.

8. If the product is currently in stock, set Stock Availability to “In Stock.”

9. When complete, tap Save .

Advanced Inventory (Long Form)

Magento Community Edition 2.1 User Guide 255

CHAPTER 15: Managing Inventory

FIELD SCOPE DESCRIPTION

Manage Stock Global Determines if inventory control is used to manage this

product in your catalog. Options:

Yes Displays the long form with all stock

management options.

No Display the short form without stock

management options.

Qty Global The quantity of the item that is currently in stock.

Qty for Item’s Status to

Become Out of Stock

Global Determines the stock level at which a product is

considered to be out of stock.

Minimum Qty Allowed in

Shopping Cart

Global Determines the minimum number of the product that

can be purchased in a single order.

Maximum Qty Allowed in

Shopping Cart

Global Determines the maximum number of the product that

can be purchased in a single order.

Qty Uses Decimals Global Determines if customers can use a decimal value

rather than a whole number when entering the quantity

ordered. Options:

Yes Permits values to be entered as

decimals, rather than whole

numbers, which is suitable for

products sold by weight, volume or

length.

No Requires quantity values to be

entered as whole numbers.

Can be Divided into

Multiple Boxes for

Shipping

Global Determines if parts of the product can be shipped

separately. Options: Yes / No

Backorders Global Determines how backorders are managed.

Backorders do not change the processing status of

the order. Funds are still authorized or captured

immediately when the order is placed, regardless of

whether the product is in stock. Products are shipped

as they become available. Options:

Field Descriptions

256 Magento Community Edition 2.1 User Guide

CHAPTER 15: Managing Inventory

FIELD SCOPE DESCRIPTION

Backorders

Does not accept backorders when

product is out of stock.

Allow Qty

Below 0

Accepts backorders when the

quantity falls below zero.

Allow Qty

Below 0 and

Notify

Customer

Accepts backorders when the

quantity falls below zero, but notifies

customers that orders can still be

placed.

Notify for Quantity Below Global Determines the stock level at which notification is

sent that the inventory has fallen below the threshold.

Enable Qty Increments Global Determines if the product can be sold in quantity

increments. Options: Yes / No

Stock Availability Global Determines the current availability of the product.

Options:

In Stock Makes the product available for

purchase.

Out of Stock Unless Backorders are activated,

prevents the product from being

available for purchase and removes

the listing from the catalog.

Field Descriptions (cont.)

Magento Community Edition 2.1 User Guide 257

CHAPTER 15: Managing Inventory

Stock Options

Your catalog can be configured to display the availability of each item as “In Stock” or “Out of

Stock,” The configuration setting applies to the catalog as a whole, and the message changes

according to the stock status of the product. There are several display variations possible,

including how “out of stock” products are managed in the catalog and in product listings.

The out of stock threshold indicates when a product needs to be reordered, and can be set to

any number greater than zero. Another way you can use the stock availability threshold is to

manage products that are in high demand. If you want to capture new customers, rather than

sell to high-quantity buyers, you can set a maximum quantity to prevent a single buyer from

taking out your entire inventory.

In Stock, Only 1 Left

Stock Options CHAPTER 15: Managing Inventory

258 Magento Community Edition 2.1 User Guide

To configure stock options:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Inventory.

3. Expand the Stock Options section, and do the following:

a. To return items to stock if an order is canceled, Set Items’ Status to be in Stock When

Order in Canceled to “Yes.”

b. To adjust the quantity on hand when an order is placed, set Decrease Stock When Order

is Placed to “Yes.”

c. Set Display Out of Stock Products to “Yes” to continue to display products in the catalog

that are no longer in stock.

If price alerts are enabled, customers can sign up to be notified when the product is back in

stock.

d. To display the message, “Only x left,” enter the number in the Display X left Threshold

field.

The message begins to appear when the quantity in stock reaches the threshold. For

example, if set to 3, the message “Only 3 left” appears when the quantity in stock reaches

3. The message adjusts to reflect the quantity in stock, until the quantity reaches zero.

e. To display an “In Stock” or “Out of Stock” message on the product page, set Display

Products Availability In Stock on Storefront to “Yes.”

Stock Options

4. When complete, tap Save Config.

CHAPTER 15: Managing Inventory Stock Options

Magento Community Edition 2.1 User Guide 259

Product Stock Options

The Product Stock Options configuration determines the default product inventory settings at

the product level. The configuration applies to individual products, rather than to the contents

of the cart as a whole.

To configure the default inventory settings:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Inventory.

3. Expand the Product Stock Options section, and do the following:

a. To activate inventory control for your catalog, set Manage Stock to “Yes.”

Product Stock Options

Stock Options CHAPTER 15: Managing Inventory

260 Magento Community Edition 2.1 User Guide

b. Set Backorders to one of the following:

No Backorders To not accept backorders when product is out of stock.

Allow Qty Below 0 To accept backorders when the quantity falls below zero.

Allow Qty Below 0 and

Notify Customer

To accept backorders when the quantity falls below zero, and

notify the customer that the order can still be placed.

c. Enter the Maximum Qty Allowed in Shopping Cart.

d. Enter the Qty for Item's Status to Become Out of Stock.

e. Enter the Minimum Qty Allowed in Shopping Cart.

f. In the Notify for Quantity Below field, enter the stock level that triggers notification that

the item is out of stock.

g. To activate quantity increments for the product, set Enable Qty Increments to “Yes.” Then

in the Qty Increments field, enter the number of the items that must be purchased to meet

the requirement. For example, an item that is sold in increments of 6 can be purchased in

quantities of 6, 12, 18, and so on.

h. When a credit memo is issued for the item, set Automatically Return Credit Memo Item to

Stock to “Yes” if you want to return the item to inventory by default.

4. When complete, tap Save Config.

CHAPTER 15: Managing Inventory Stock Options

Magento Community Edition 2.1 User Guide 261

Stock Message Scenarios

You can use a combination of configuration settings to control stock availability messages on

product pages and in listings of products on catalog pages.

Grouped Product with “Out of Stock” Message

Product Page Stock Messages

There are several variations of messaging available for the product page, depending on the

combination of Manage Stock and Stock Availability settings.

Stock Options CHAPTER 15: Managing Inventory

262 Magento Community Edition 2.1 User Guide

Example 1: Show Availability Message

Scenario 1: This combination of settings causes the availability message to appear on the

product page, according to the stock availability of each product.

STOCK OPTIONS MESSAGE

Display product availability in stock in the frontend: Yes

Product Inventory

Manage Stock Yes

Stock Availability In Stock

Out of Stock

“Availability: In

Stock”

“Availability: Out of

Stock”

Scenario 2: When stock is not managed for a product, this combination of settings can be

used to display the availability message on the product page.

STOCK OPTIONS MESSAGE

Display product availability in stock in the frontend: Yes

Product Inventory

Manage Stock No “Availability: In

Stock”

Example 2: Hide Availability Message

Scenario 1: This combination of configuration and product settings prevents the availability

message from appearing on the product page.

STOCK OPTIONS MESSAGE

Display product availability in stock in the frontend: No

Product Inventory

Manage Stock Yes

Stock Availability In Stock

Out of Stock

None

CHAPTER 15: Managing Inventory Stock Options

Magento Community Edition 2.1 User Guide 263

Scenario 2: When stock is not managed for a product, this combination of configuration and

product settings prevents the availability message from appearing on the product page.

STOCK OPTIONS MESSAGE

Display product availability in stock in the frontend: No

Product Inventory

Manage Stock No None

Catalog Page Stock Messages

The following display options are possible for the category and search results lists, depending

on the product availability and configuration settings.

“Out of Stock” Message on Category Page

Stock Options CHAPTER 15: Managing Inventory

264 Magento Community Edition 2.1 User Guide

Example 1: Show Product with “Out of Stock Message”

This combination of configuration settings includes out of stock products in the category and

search results lists, and displays an “out of stock” message.

STOCK OPTIONS MESSAGE

Display Out of Stock Products

Display product availability in stock in the frontend

Yes

Yes “Out of stock”

Display Out of Stock Products Yes

Display product availability in stock in the frontend No None

Example 2: Show Product without “Out of Stock Message”

This combination of configuration settings includes out of stock products in the category and

search results lists, but does not display a message.

STOCK OPTIONS MESSAGE

Display Out of Stock Products

Display product availability in stock in the frontend

Yes

None

Example 3: Hide Product Until Back in Stock

This configuration setting omits out of stock products entirely from the category and search

results lists, until they are back in stock.

STOCK OPTIONS MESSAGE

Display Out of Stock Products No None

CHAPTER 15: Managing Inventory Stock Options

Magento Community Edition 2.1 User Guide 265

Product Alerts

Customers can subscribe to two types of alerts by email: price change alerts and in-stock alerts.

For each type of alert, you can determine if customers are able to subscribe, select the email

template that is used, and identify the sender of the email.

When price change alerts are enabled, a “Sign up for price alert” link appears on every product

page. Customers can click the link to subscribe to alerts related to the product. Guests are

prompted to open an account with your store. Whenever the price changes, or the product goes

on special, everyone who has signed up to be notified receives an email alert.

The in-stock alert creates a link called “Sign up to get notified when this product is back in

stock” for every product that is out of stock. Customers can click the link to subscribe to the

alert. When the product is back in stock, customers receive email notification that the product

is available. Products with alerts have a Product Alerts tab in the Product Information panel

that lists the customers who have subscribed to an alert.

Stock Options CHAPTER 15: Managing Inventory

266 Magento Community Edition 2.1 User Guide

To set up product alerts:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Catalog.

3. Click to expand the Product Alerts section, and do the following:

a. To offer price change alerts to your customers, set Allow Alert When Product Price

Changes to “Yes.”

b. Set Price Alert Email Template to the template that you want to use for the price alert

notifications.

c. To offer alerts when out-of-stock products become available again, set Allow Alert When

Product Comes Back in Stock to “Yes.”

The “Sign up to get notified when this product is back in stock” message appears only when

Inventory Stock Options - Display Out of Stock Products is set to “Yes.”

d. Set Stock Alert Email Template to the template that you want to use for product stock

alerts.

e. Set Alert Email Sender to the store contact that you want to appear as the sender of the

email alert.

Product Alerts

4. When complete, tap Save Config.

CHAPTER 15: Managing Inventory Stock Options

Magento Community Edition 2.1 User Guide 267

Product Alert Run Settings

These settings enable you to select how often Magento checks for changes that require alerts to

be sent. Additionally, you can select the recipient, sender, and template for emails that are sent

if the sending of alerts fails.

Product Alert Run Settings

To set up product alerts:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Catalog.

3. Expand the Product Alerts Run Settings section, and do the following:

a. To determine how often product alerts are sent, set Frequency to one of the following:

lDaily

lWeekly

lMonthly

b. To determine the time of day product alerts are sent, set Start Time to the hour, minute,

and second.

c. In the Error Email Recipient field, enter the email of the person to be contacted if an error

occurs.

d. In the Error Email Sender field, select the store identity that appears as the sender of the

error notification.

e. Set Error Email Template to the transactional email template to be used for the error

notification.

4. When complete, tap Save Config.

Stock Options CHAPTER 15: Managing Inventory

268 Magento Community Edition 2.1 User Guide

CHAPTER 16:

Images and Video

Using high-quality images of consistent proportion gives your catalog a professional look with

commercial appeal. If you have a large catalog with several images per product, you can easily

have hundreds, if not thousands of product images to manage. Before you get started, establish

a naming convention for your image files, and organize them so you can find the originals if

you ever need them.

Product Images

A single product image is rendered in different sizes throughout the catalog. The size of the

image container on the page is defined in the style sheet, but how the image is used is

determined by the role that is assigned to the image. The main product image, or “base” image,

must be large enough to produce the magnification that is needed for zoom. In addition to the

main image, a smaller version of the same image might appear in product listings, or as a

thumbnail in the shopping cart. You can upload an image in the largest size that is needed,

and let Magento render the sizes needed for each use. The same image can be used for all roles,

or a different image can be assigned to each role. By default, the first image that is uploaded is

assigned to all three roles.

Magento Community Edition 2.1 User Guide 269

Uploading Product Images

For each product, you can upload multiple images, rearrange their order mages, and control

how each image is used. If you have a large quantity of images to manage, you might prefer to

import them as a batch, rather than upload each one individually. To learn more, see:

Importing Product Images.

To manage images:

1. Open the product in edit mode. Scroll down and expand the Images and Videos section. Then,

do any of the following:

Upload an Image

lDrag an image from your desktop, and drop it on the camera ( ) tile in the Images box.

lIn the Images box, tap the camera ( ) tile, and navigate to the image file on your

computer. Then, select the image, and tap Open.

Upload or Drag and Drop

Rearrange Images

To change the order of images in the gallery, tap the Sort ( ) icon at the bottom of the image

tile. Then, drag the image to a different position in the Images box.

Change Order

Delete an Image

To remove an image from the gallery, tap the Delete ( ) icon in the upper-right corner of the

image tile. Then, tap Save.

Uploading Product Images CHAPTER 16: Images and Video

270 Magento Community Edition 2.1 User Guide

2. Tap the image that you want to open in detail view: Then, do any of the following:

Image Detail View

Enter Alt Text

Image Alt text is referenced by screen readers to improve web accessibility, and by search

engines when indexing the site. Some browsers display the Alt text on mouseover. Alt text can

be several words long, and include carefully selected key words.

In the Alt Text box, enter a brief description of the image.

Assign Roles

By default, all roles are assigned to the first image that is uploaded to the product. To reassign

a role to another image, do the following:

1. Tap an image tile to open the image in detail view.

2. In the Role box, choose the role that you want to assign to the image.

When you return to the Images and Videos section, the currently assigned roles appear

below each image.

Assigned Roles

CHAPTER 16: Images and Video Uploading Product Images

Magento Community Edition 2.1 User Guide 271

Hide Image

To exclude an image from the thumbnail gallery, mark the Hidden checkbox. Then, tap Save.

Hidden Images

3. To close detail view, click the Close ( ) box in the upper-right corner.

4. When complete, tap Save

IMAGE ROLE DESCRIPTION

Thumbnail Thumbnail images appear in the thumbnail gallery, shopping cart, and

in some blocks such as Related Items.

Example size: 50 x 50 pixels

Small Image The small image is used for the product images in listings on

category and search results pages, and to display the product images

needed for sections such as for Up-sells, Cross-sells, and the New

Products List.

Example size: 470 x 470 pixels

Base Image The base image is the main image on the product detail page. Image

zoom is activated if you upload an image that is larger image than the

image container. Example sizes:

470 x 470 pixels (without Zoom)

1100 x 1100 pixels (with Zoom)

Swatch A swatch can be used to illustrate the color, pattern, or texture.

Example size: 50 x 50 pixels

Image Roles

Uploading Product Images CHAPTER 16: Images and Video

272 Magento Community Edition 2.1 User Guide

Adding Product Video

To add product video, you must first obtain an API Key from your Google account, and enter it

in the configuration of your store. Then, you can link to the video from the product.

Step 1: Get Your YouTube APIKey

1. Log in to your Google account, and visit the Google Developers Console. Then, do the

following:

a. Under Use Google APIs, click Enable and manage APIs.

b. In the panel on the left choose Credentials. Expand the Add Credentials menu, and

choose APIkey.

c. When prompted to create a new key, choose Server key. Enter a name for the key, and tap

Create.

2. Wait a few moments while the key is generated. Then, copy the key to the clipboard.

In the next step, you will paste the key into your store’s configuration.

Step 2: Configure Magento

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, choose Catalog.

3. Expand the Product Video section. Then, paste your YouTube APIkey.

Product Video

4. When complete, click Save Config.

5. When prompted, refresh the cache.

CHAPTER 16: Images and Video Adding Product Video

Magento Community Edition 2.1 User Guide 273

Step 3: Link to the Video

1. Open a product in edit mode. Then in the Images and Video section, tap Add Video.

If you haven’t yet entered your YouTube APIkey, tap OKto continue. You won’t be able to link

to a YouTube video, but you can go through the process.

Add Video

2. Enter the URLof the YouTube or Vimeo video.

3. Enter the Title and Description of the video.

4. To upload a Preview Image, browse to the image and select the file.

5. If you prefer to use the video meta data, tap Get Video Information.

6. To determine how the video is used in the store, mark the checkbox of each Role that applies:

lBase Image

lSmall Image

lSwatch Image

lThumbnail

lHide from Product Page

7. When complete, tap Save.

Adding Product Video CHAPTER 16: Images and Video

274 Magento Community Edition 2.1 User Guide

New Video

FIELD DESCRIPTION

URL The URLof the associated video.

Title The video title.

Description The video description.

Preview Image An uploaded image that is used as a preview of the video in your

store.

Get Video Information Retrieves the video meta data that is stored on the host server. You

can use the original data, or update it as needed.

Role Determines how the preview image is used in your store. Options:

Base Image

Small Image

Thumbnail

Swatch Image

Hide from Product Page

Field Descriptions

CHAPTER 16: Images and Video Adding Product Video

Magento Community Edition 2.1 User Guide 275

Media Gallery

The media gallery on the product page displays multiple images, video, or swatches related to

the product. Each thumbnail can show a different view or variation of the product. Click a

thumbnail to browse through the gallery, Although the position of the gallery varies by theme,

the default position is just below the main image on the product page.

Media Gallery

Media Gallery CHAPTER 16: Images and Video

276 Magento Community Edition 2.1 User Guide

Image Zoom

Customers can view a magnified portion of the image on mouseover, if the image is large

enough to create the zoom effect. When zoom is activated, you can click the main image and

move the cursor around to magnify different parts of the image. The magnified selection

appears to the right of the image.

Image Zoom

Light Boxes and Sliders

There are many third-party light boxes and sliders that you can use to enhance the

presentation of your product images. Look for extensions in Magento Marketplace.

CHAPTER 16: Images and Video Media Gallery

Magento Community Edition 2.1 User Guide 277

Placeholders

Magento uses temporary images as placeholders until the permanent product images become

available. A different placeholder can be uploaded for each role. The initial placeholder image is

the Magento logo, which you can replace with an image of your choice.

Image Placeholder

To upload placeholder images:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left under Catalog, and choose Catalog.

3. Expand the Product Image Placeholders section.

4. For each image role, tap Choose File. Find the image on your computer and upload the file.

You can use the same image for all three roles, or upload a different placeholder image for each

role.

Product Image Placeholders

5. When complete, tap Save.

Placeholders CHAPTER 16: Images and Video

278 Magento Community Edition 2.1 User Guide

Watermarks

If you go to the expense of creating your own original product images, there is not much you

can do to prevent unscrupulous competitors from stealing them with the click of a mouse.

However, you can make them a less attractive target by placing a watermark on each image to

identify them as your property. A watermark file can be either a .jpg (jpeg), .gif, or .png image.

Both ,gif and .png formats support transparent layers, which can be used to give the

watermark a transparent background.

The watermark used for the “small” image in the following example is a black logo with a

transparent background, and saved as a .png file with the following settings:

Size: 50x50

Opacity: 5

Position: Tile

Tiled Watermark

CHAPTER 16: Images and Video Watermarks

Magento Community Edition 2.1 User Guide 279

To add watermarks to product images:

1. On the Admin sidebar, tap Content. Then under Design, choose Configuration.

2. Find the store view that you want to configure. Then in the Action column, click Edit.

3. Under Other Settings, expand the Product Image Watermarks section.

4. Complete the Base,Thumbnail,Small, and Swatch Image image settings as follows:

a. Enter the Image Opacity as a percentage. For example: 40

b. Enter the Image Size, in pixels. For example: 200 x 200

c. Tap Upload, and choose the image file that you want to use.

d. Set Image Position to determine where the watermark appears.

Product Image Watermarks

Watermarks CHAPTER 16: Images and Video

280 Magento Community Edition 2.1 User Guide

5. When complete, tap Save Config.

6. When prompted to refresh the cache, tap the Cache Management link in the system message.

Then, refresh the invalid cache.

Refresh Cache

To restore the default value:

Tap Use Default Value ( ).

To delete a watermark:

1. In the lower-left corner of the image, tap Delete ( ).

Delete Watermark

2. Tap Save Config.

3. When prompted to refresh the cache, tap the Cache Management link in the system message.

Then, refresh the invalid cache.

If the watermark image persists in the storefront, return to Cache Management and tap

FlushMagentoCache.

CHAPTER 16: Images and Video Watermarks

Magento Community Edition 2.1 User Guide 281

Swatches

Customers have high expectations when it comes to color, and it is crucial that product

descriptions accurately represent each available color, pattern, or texture. For example, the

capris in the illustration below are not simply available in red, green, and blue. Rather, they are

available only in very specific shades of red, green, and blue, which are probably unique to this

product.

For configurable products, color can be indicated by a visual swatch, text swatch, or a drop-

down input control. Swatches can be used on the product page, in product listings, and in

layered navigation. On the product page, swatches are synchronized to display the

corresponding product image when the swatch is chosen. When chosen, the corresponding

value appears in the input field, and the swatch is outlined as the current selection.

Swatches on Product Page

Text-Based Swatches

If an image isn’t available for a swatch, the attribute value appears as text. A text-based

swatch is like a button with a text label, and behaves in the same way as a swatch with an

image. When text-based swatches are used to show the available sizes, any size that is not

available is crossed out.

Swatches CHAPTER 16: Images and Video

282 Magento Community Edition 2.1 User Guide

Text-Based Swatches for Size

Swatches in Layered Navigation

Swatches can also be used in layered navigation, provided that the Use in Layered Navigation

property of the color attribute is set to “Yes.” The following example shows both text-based

and color image swatches in layered navigation.

Swatches in Layered Navigation

CHAPTER 16: Images and Video Swatches

Magento Community Edition 2.1 User Guide 283

Creating Swatches

Swatches can be defined as a component of the color attribute, or set up locally for a specific

product as uploaded product images.

In the following examples, the Sylvia Capris are available in specific values of red, green, and

blue. Because the swatches were taken from the product image, each is a true representation of

the color. The color attribute is used to manage the information for all product colors and

swatches.

Step 1: Create the Swatches

Use either of the following methods to create swatches for your products:

Method 1: Add a Color Swatch

1. To capture the true color of a product, open the image in a photo editor and use the eye

dropper tool to identify the exact color. Then, take note of the equivalent hexadecimal value.

Hexadecimal Color Values

2. On the Admin sidebar, tap Stores. Then under Attributes, choose Product.

3. In the grid, open the color attribute in edit mode.

4. Verify that Catalog Input Type for Store Owner is set to “Visual Swatch.”

5. Under Manage Swatch (values of your attribute), tap Add Swatch. Then, do the following:

Swatches CHAPTER 16: Images and Video

284 Magento Community Edition 2.1 User Guide

Manage Swatch Values

a. In the Swatch column, tap the new swatch to display the menu. Then, select Choose a

color.

Choose a Color

b. In the color picker, place your cursor in the #field, and press the Backspace key to delete

the current value. Then, enter the six-character hexadecimal value of the new color..

c. To save the swatch, tap the Color Wheel ( ) in the lower-right corner of the color picker.

d. In the Admin column, enter a label to describe the color to the store administrator. Then if

applicable, enter the translation of the color for each each language supported. In the

following example, we include the SKU for reference in the Admin label because the colors

are used only for a specific product. You can include a space or underscore in the label,

but not a hyphen.

CHAPTER 16: Images and Video Swatches

Magento Community Edition 2.1 User Guide 285

e. In the Is Default column, select the swatch that is to be the default option.

f. To change the order of the swatches, simply drag each swatch into position.

Swatch Labels

6. When complete, tap Save Attribute. Then when prompted, refresh the cache.

7. The last step is to open each product in Edit mode, and update the Color attribute with the

correct swatch. To update multiple products at the same time, follow the steps below.

Method 2:Upload a Swatch Image

1. To capture an image for a swatch, open the product image in a photo editor, and save a square

area of the image that depicts the color, pattern, or texture. Then repeat for each variation of

the product. The size and dimensions of the swatch is determined by the theme. As a general

rule, saving an image as a square helps to preserve the aspect ratio of a pattern.

Swatch Images

2. On the Admin sidebar, tap Stores. Then under Attributes, choose Product.

3. In the grid, open the color attribute in edit mode.

4. Verify that Catalog Input Type for Store Owner is set to “Visual Swatch.”

5. Under Manage Swatch (values of your attribute), tap Add Swatch. Then, do the following:

Swatches CHAPTER 16: Images and Video

286 Magento Community Edition 2.1 User Guide

a. In the Swatch column, tap the new swatch to display the menu. Then, choose Upload a

file.

Upload a File

b. Navigate to the swatch file that you prepared, and choose the file to upload.

c. Repeat these steps for each swatch image.

d. Enter the labels for the Admin and Storefront. In this example, we include the SKU in the

admin label for reference because these colors are used only for a specific product. You can

include a space or underscore in the label, but not a hyphen.

Enter Labels

6. When complete, tap Save Attribute. Then when prompted, refresh the cache.

7. The last step is to open each product in Edit mode, and update the Color attribute with the

correct swatch. To update multiple products at the same time, follow the steps below.

Step 2: Update Your Products

1. On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

2. Filter the list by Name or SKU to include only the applicable products. The following example

filters the list on a partial product name.

Filters

CHAPTER 16: Images and Video Swatches

Magento Community Edition 2.1 User Guide 287

3. In the grid, mark the checkbox of each product to which the swatch applies. In this example,

all blue capris are selected. Then, set the Actions control to “Update Attributes.”

Update Attributes

4. Scroll down to the Colorattribute, and mark the Change checkbox.

Change

5. Choose the swatch that applies to the selected products, and tap Save. Then when prompted,

refresh the cache.

Swatch in Storefront

Swatches CHAPTER 16: Images and Video

288 Magento Community Edition 2.1 User Guide

CHAPTER 17:

Categories

Before you add products to your catalog, you need to establish the basic category structure of

your catalog. Every product must be assigned to at least one category. Categories are usually

created in advance, before products are added to the catalog. However, you can also add

categories “on the fly” while creating a product.

Category Tree

FIELD DESCRIPTION

Add Root Category Creates a new root category.

Add Subcategory Adds a subcategory below the current category or subcategory.

Collapse All / Expand All Either collapses or expands the category tree.

Delete Removes the current category or subcategory from the tree.

Save Saves any changes made to the category.

Controls

Magento Community Edition 2.1 User Guide 289

Creating Categories

The category structure of your catalog is like an upside-down tree, with the root at the top.

Each section of the tree can be expanded and collapsed. Any disabled or hidden categories are

grayed out. The first level of categories below the root typically appear as options in the main

menu. You can have as many additional subcategories as you need. Categories can be dragged

and dropped to other locations in the tree. The category ID number appears in parentheses

after the category name at the top of the page.

Category Tree

Process Overview:

Step 1: Create a Category

Step 2: Complete the Basic Information

Step 3: Complete the Category Content

Step 4: Complete the Display Settings

Step 5:Complete the Search Engine Optimization Settings

Step 6: Choose the Products in Category

Step 7: Complete the Design Settings

Creating Categories CHAPTER 17: Categories

290 Magento Community Edition 2.1 User Guide

Step 1: Create a Category

1. On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

2. Set Store View to determine where the new category is to be available.

3. In the category tree, tap the parent category of the new category. The parent is one level above

the new category.

If you’re starting from the beginning without any data, there might be only two categories in

the list: “Default Category,” which is the root, and an “Example Category.”

4. Tap Add Subcategory.

Step 2: Complete the Basic Information

1. If you want the category to be immediately available in the store, set Enable Category to the

“Yes” position.

2. To include the category in the top navigation, set Include in Menu to the “Yes” position.

3. Enter the Category Name.

Basic Information

4. Tap Save and continue.

Step 3: Complete the Category Content

1. Expand the Content section.

2. To display a Category Image at the top of the page, tap Upload. Then, choose the image that

you want to represent the category.

3. In the Description box, enter the text that you want to appear on the category landing page.

Then, format the text as needed. To learn more, see: Using the Editor.

4. To include a content block on the category landing page, choose the CMSBlock that you want

to appear.

5. Tap Save and continue.

CHAPTER 17: Categories Creating Categories

Magento Community Edition 2.1 User Guide 291

Content

Step 4: Complete the Display Settings

1. Expand the Display Settings section.

2. Set Display Mode to one of the following:

lProducts Only

lStatic Block Only

lStatic Block and Products

3. If you want the category page to include the “Filter by Attribute” section of layered navigation,

set Anchor to the “Yes” position.

4. To change the Available Product Listing Sort By options, do the following:

a. Clear the Use All checkbox.

b. Select one or more of the available values to be available for customers to sort the list. By

default, all available values are included. For example, the values might include:

lPosition

lProduct Name

lPrice

5. To set the default sort order for the category, choose the Default Product Listing Sort By value.

6. To change the default layered navigation price step setting, do the following:

a. Clear the Use Config Settings checkbox.

b. Enter the value to be used as an incremental price step for layered navigation.

7. Tap Save and continue.

Creating Categories CHAPTER 17: Categories

292 Magento Community Edition 2.1 User Guide

Display Settings

Step 5: Complete the Search Engine Optimization Settings

1. Expand the Search Engine Optimization Settings section.

2. Enter a URL Key for the category, or let the system automatically create one that is based on

the category name.

3. Complete the following meta data for the category:

lMeta Title

lMeta Keywords

lMeta Description

Search Engine Optimization

4. Tap Save and continue.

CHAPTER 17: Categories Creating Categories

Magento Community Edition 2.1 User Guide 293

Step 6: Choose the Products in Category

1. Expand the Products in Category section. Then, use one of the following methods to add

products to the category.

2. Use the filters as needed to find the products.

To display all records that are not yet included in the category, set the record chooser in the

first column to "No." Then, click Search.

3. In the first column, mark the checkbox of each product to include in the category.

Selected Products

4. Tap Save and continue.

Creating Categories CHAPTER 17: Categories

294 Magento Community Edition 2.1 User Guide

Step 7: Complete the Design Settings

1. Expand the Design section.

2. To change the design of the category pages, choose the Theme that you want to apply.

3. To change the column layout of the cateogry pages, choose the Layout that you want to apply.

4. To enter custom code, enter valid XML code in the Layout Update XML box.

Design

5. To schedule the design update for a specific time period, do the following:

a. Expand the Schedule Design Update section.

b. Use the calendar to choose the Schedule Update From and To dates.

Design

6. When complete, tap Save.

CHAPTER 17: Categories Creating Categories

Magento Community Edition 2.1 User Guide 295

Root Categories

The products in the main menu are determined by the root category that is assigned to the

store. The root category is basically a container for the main menu. You can create a new

catalog with an entirely new set of products, or copy products from an existing catalog. The

catalog can be assigned to the current store, or to any other store in the same website.

Scope of Main Menu

From the Admin, the category structure is like an upside-down tree, with the root on top. The

root has a name, but no URLkey, and does not appear in the top navigation of the store. All

other categories in the menu are nested below the root. Because the root category is the highest

level of the catalog, your store can have only one root category active at a time. You can,

however, create additional root categories for alternate catalog structures, different stores, and

views.

The following example shows how to create a new root category and assign it to a different

store.

Process Overview:

Step 1: Create a New Root Category

Step 2: Build Out the Main Menu

Step 3: Assign the Root Category to the Store

Creating Categories CHAPTER 17: Categories

296 Magento Community Edition 2.1 User Guide

Step 1: Create a New Root Category

1. On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

2. In the panel on the left, tap Add Root Category.

New Root Category

3. Assign a Category Name.

The name you choose will initially be assigned to all store views.

4. If you want to add products to the catalog from the current catalog, do the following:

a. Expand the Products in Category section.

b. Use the search filters to find the products you want. Then, mark the checkbox of each

product that you want to copy into the new catalog.

5. When complete, tap Save.

Step 2: Build Out the Main Menu

1. In the panel on the left, select the new root category that you created in the previous step.

2. Tap Add Subcategory. Then, follow the instructions to create the category structure for the

main menu.

CHAPTER 17: Categories Creating Categories

Magento Community Edition 2.1 User Guide 297

Step 3: Assign the Root Category to the Store

1. On the Admin sidebar, tap Stores. Then under Settings, choose All Stores.

2. In the Stores column of the grid, click the store that you want to assign the new catalog.

3. Set Root Category to the new root category that you created.

4. Make sure that the store has a Default Store View assigned. The store must have at least one

store view.

5. When complete, tap Save Store.

6. To verify that the store has a new catalog, do the following:

a. On the Admin sidebar, tap Products. Then, choose Catalog.

Any products that were copied to the new catalog appear in the grid.

b. Visit the storefront to verify that the new catalog and main menu are working correctly.

Creating Categories CHAPTER 17: Categories

298 Magento Community Edition 2.1 User Guide

Hidden Categories

There are many ways to use hidden categories. You might want to create additional category

levels for your own internal purposes, but show only the higher-level categories to your

customers. Or, you might want to link to a category that is not included in the navigation

menu.

To create hidden categories:

1. On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

2. In the category tree, select the category you want to hide. Then, do the following:

a. Set Is Active to “Yes.”

b. Set Include in Menu to “No.”

3. In the Display Settings section, set Anchor to “No.”

The hidden category is active, but does not appear in the top menu, or in layered navigation.

4. Although the category is hidden, you can still create subcategories beneath it, and make them

active. Complete the following settings for each hidden subcategory:

a. Set Enable Category to “Yes.”

b. In the Display Settings section, set Anchor to “Yes.”

As active categories, you can now link to them from other places in your store, but they will not

appear in the menu.

5. When complete, tap Save .

CHAPTER 17: Categories Creating Categories

Magento Community Edition 2.1 User Guide 299

Content Settings

The Content settings determines any additional content that is to appear on the category page.

In addition to the list of category products, the page can include an image, text description,

and CMSblock.

Category Content

FIELD SCOPE DESCRIPTION

Category Image Store View Uploads an image that appears at the top of the

category page.

Upload Uploads an image for the

category page.

Description Store View Enter a description of the category content.

WYSIWYG Editor Toggles the editor between

WYSIWYG and HTML

modes.

Add CMS Block Store View Adds an existing CMS block to the category page.

Field Descriptions

Content Settings CHAPTER 17: Categories

300 Magento Community Edition 2.1 User Guide

Display Settings

The Display Settings determine which content elements appear on a category page and the

order in which products appear. You can enable CMS blocks, set the anchor status of the

category, and manage sorting options from the Display Settings tab.

Display Settings

FIELD DESCRIPTION

Display Mode Determines the content elements displayed on the category page.

Options:

Products Only

Static Block Only

Static Block and Products

Anchor When set to “Yes,” includes the “filter by attribute” section in the

layered navigation. Options:Yes/No

Available Product Listing

Sort By

(Required) The default values are Position, Name, and Price. To

customize the sorting option, clear the Use All Available Attributes

checkbox and select the attributes you want to use. You can define

and add attributes as needed.

Default Product Listing

Sort By

(Required) To define the default “Sort By” option, clear the “Use

Config Settings” checkbox and select an attribute.

Layered Navigation Price

Step

By default, Magento displays the price range in increments of 10,

100, and 1000, depending on the products in the list. To change the

Price Step range, clear the “Use Config Settings” checkbox.

Field Descriptions

CHAPTER 17: Categories Display Settings

Magento Community Edition 2.1 User Guide 301

Search Engine Optimization

The Search Engine Optimization section specifies the URLKey and meta data fields that are

used by search engines to index the category. Although some search engines ignore meta

keywords, others continue to use them. The current SEO best practice is to incorporate high-

value keywords in both the meta title and meta description.

Search Engine Optimization

FIELD SCOPE DESCRIPTION

URL Key Store View Determines the online address of the category page.

The URLkey is added to the base URL of the store,

and appears in the address bar of a browser. In the

configuration, you can either include or exclude the

category URL key in the product URL.

The URL Key should be all lowercase characters, with

hyphens instead of spaces. Do not include a suffix

such as .html, because it is managed in the

configuration.

Meta Title Store View The title appears in the title bar and tab of your

browser, and is also the title on a search engine

results page (SERP1). The meta title should be unique

to the page, and less than 70 characters in length.

Meta Keywords Store View Relevant keywords for the category Consider using

keywords that customers might use to find products in

the category.

Field Descriptions

1Search Engine Results Page

Search Engine Optimization CHAPTER 17: Categories

302 Magento Community Edition 2.1 User Guide

FIELD SCOPE DESCRIPTION

Meta Description Store View The meta description provides a brief overview of the

page for search results listings. An ideal length is

between 150-160 characters in length, with a

maximum of 255 characters. Although not visible to

the customer, some search engines include the meta

description on the search results page.

Field Descriptions (cont.)

Products in Category

The Products in Category section lists the products that are currently assigned to the category.

The search filters at the top of each column are used to add and remove products from the

category.

Category Products

FIELD DESCRIPTION

Selection The checkbox in the header of the first column can be used to select

or deselect all products.

The control in the first row determines the type of search, and can be

set to include any record, or only those that are either assigned or not

assigned to the category. The checkbox in the first column of each

row identifies products to be added to the category. Options: Yes /

No / Any

Search Filters The filter controls at the top of each column can be used to enter

specific values you want to either include or omit from the list,

depending on the Select All setting.

Reset Filter Clears all search filters.

Search Searches the catalog based on the filter criteria, and displays the

result.

Controls

CHAPTER 17: Categories Products in Category

Magento Community Edition 2.1 User Guide 303

Design Settings

The Design section gives you control over the look and feel of a category and all assigned

product pages, and page layout. You can customize a category page its assigned products for a

promotion or to differentiate the category. For example, you might develop distinctive design

for a brand or special line of products, or apply an update for a specific period of time.

Design

The Scheduled Design Update section determines the range of dates when a custom design is

applied to category pages.

Scheduled Design Update

Design Settings CHAPTER 17: Categories

304 Magento Community Edition 2.1 User Guide

FIELD DESCRIPTION

Use Parent Category

Settings

Allows the current category to inherit the design settings from the

parent category. Options:Yes/No

Theme Applies a custom theme to the category.

Layout Applies a different layout to the category page. Options:

No layout updates Preselected by default, and does not apply

layout changes to the category page.

Empty Use to define your own page layout.

(Requires an understanding of XML.)

1 column Applies a one-column layout to the category

page.

2 columns with left

bar

Applies a two-column layout with a left

sidebar to the category page.

2 columns with

right bar

Applies a two-column layout with a right

sidebar to the category page.

3 columns Applies a three-column layout to the category

page.

Layout Update XML Updates the theme layout with custom XML code.

Apply Design to Products When selected, applies the custom settings to all products in the

category.

SCHEDULED DESIGN UPDATE

Schedule Update From/To Determines the range of dates when a custom layout is applied to the

category.

Field Descriptions

CHAPTER 17: Categories Design Settings

Magento Community Edition 2.1 User Guide 305

306 Magento Community Edition 2.1 User Guide

CHAPTER 18:

Using Product Attributes

Attributes are the building blocks of your product catalog, and describe specific characteristics

of a product. Attributes determine the type of input control that is used for product options,

provide additional information for product pages, and are used as search parameters and

criteria for layered navigation, product comparison reports, and promotions. You can create as

many attributes as you need to describe the products in your catalog. Other attributes such as

price, are built into the core Magento platform and are referred to as “system attributes.”

Creating a New Attribute While Editing a Product

Magento Community Edition 2.1 User Guide 307

Adding an Attribute

Although attributes are managed from the Stores menu, you can also add new attributes “on

the fly” while working on a product. You can choose from the list of existing attributes, or

create a new attribute. The new attribute is added to the attribute set upon which the product

is based.

Add Attribute

Process Overview:

Step 1: Add a New Attribute

Step 2: Describe the Basic Properties

Step 3: Describe the Advanced Properties

Step 4: Enter the Field Label

Step 5: Describe the Frontend Properties

Step 1: Add a New Attribute

1. Open the product in edit mode. Then in the upper-right corner, tap Add Attribute.

New Attribute

Adding an Attribute CHAPTER 18: Using Product Attributes

308 Magento Community Edition 2.1 User Guide

2. To add an existing attribute to the product, use the filter controls to find the attribute in the

grid. Then, do the following:

a. Mark the checkbox in the first column of each attribute to be added.

b. Tap Add Selected.

3. To define a new attribute, tap Create New Attribute, and complete the following steps.

Step 2: Describe the Basic Properties

1. Under Attribute Properties, enter a Default Label to identify the attribute.

2. Set Catalog Input Type for Store Owner to the type in input control to be used for data entry.

If the attribute is used for a configurable product, choose “Dropdown.” Then, set Required to

“Yes.”

3. For Dropdown and Multiple Select input types, do the following:

a. Under Values, tap Add Value.

b. Enter the first value that you want to appear in the list. You can enter one value for the

Admin, and a translation of the value for each store view. If you have only one store view,

you can enter only the Admin value and it will be used for the storefront as well.

c. Tap Add Value and repeat the previous step for each option that you want to include in

the list.

d. Select Is Default to use the option as the default value.

CHAPTER 18: Using Product Attributes Adding an Attribute

Magento Community Edition 2.1 User Guide 309

Values

4. If you want to require the customer to choose an option before the product can be purchased,

set Required to “Yes.”

Step 3: Describe the Advanced Properties (if needed)

1. Enter a unique Attribute Code in lowercase characters, and without spaces.

Advanced Attribute Properties

2. Set Scope to indicate where in your store hierarchy the attribute can be used.

If the attribute is used for a configurable product, choose “Global.”

3. If this attribute applies only to this product, set Unique Value to “Yes.”

4. To run a validity test of any data entered into a text field, set Input Validation for Store Owner

to the type of data that the field should contain. This field is not available for input types with

values that are selected. Input validation can be used for any of the following:

lDecimal Number

lInteger Number

lEmail

Adding an Attribute CHAPTER 18: Using Product Attributes

310 Magento Community Edition 2.1 User Guide

lURL

lLetters

lLetters (a-z, A-Z) or Numbers (0-9)

Input Validation

5. If you want to be able to include the attribute as a column in the Products grid, set Add to

Column Options to “Yes.”

6. If you want to be able to filter the Products grid by this column, set Use in Filter Options to

“Yes.”

Step 4: Enter the Field Label

1. Expand the Manage titles section.

2. Enter a Title to be used as a label for the field. If your store is available in different languages,

you can enter a translated title for each view.

Manage Titles

Step 5: Describe the Storefront Properties

1. Expand the Storefront Properties section. Then, do the following:

a. To make the attribute available for search, set Use in Search to “Yes.”

b. To include the attribute in Product Compare, set Comparable on Storefront to “Yes.”

c. To include dropdown, multiple select, or price attributes in layered navigation, set Use in

Search Results Layered Navigation to one of the following:

CHAPTER 18: Using Product Attributes Adding an Attribute

Magento Community Edition 2.1 User Guide 311

Filterable (with

results)

Layered navigation includes only those filters for which matching

products can be found. Any attribute value that already applies to

all products shown in the list does not appear as an available filter.

Attribute values with a count of zero (0) product matches are also

omitted from the list of available filters.

The filtered list of products includes only those that match the

filter. The products list is updated only if the selected filter(s)

change what is currently shown.

Filterable (no

results)

Layered navigation includes filters for all available attribute values

and their product counts, including those with zero (0) product

matches. If the attribute value is a swatch, the value appears as a

filter, but is crossed out.

d. To use in layered navigation on search results pages, set Use in Search Results

Navigation to “Yes.”

e. In the Position field, enter a number to indicate the relative position of the attribute in the

layered navigation block.

f. To use the attribute in price rules, set Use for Promo Rule Conditions to “Yes.”

g. To allow the text to be formatted with HTML, set Allow HTML Tags on Storefront to

“Yes.”

This setting makes the WYSIWYG editor available when editing the field.

h. To include the attribute on the product page, set Visible on Catalog Pages on Storefront

to “Yes.”

2. Complete the following settings as supported by your theme:

a. To include the attribute in product listings, set Used in Product Listing to “Yes.”

b. To use attribute as a sort parameter for product listings, set Used for Sorting in Product

Listing to “Yes.”

3. When complete, tap Save Attribute.

Adding an Attribute CHAPTER 18: Using Product Attributes

312 Magento Community Edition 2.1 User Guide

Storefront Properties

Attribute Input Types

When viewed from the Admin, attributes are the fields that you complete when you create a

product. The input type that is assigned to an attribute determines the type of data that can be

entered and the format of the field or input control. From the standpoint of the customer,

attributes provide information about the product, and are the options and data entry fields

that must be completed to purchase a product.

PROPERTY DESCRIPTION

Text Field A single line input field for text.

Text Area A multiple-line input field for entering paragraphs of text such as a

product description. You can use the WYSIWYG Editor to format the

text with HTML tags, or type the tags directly into the text.

Date Date values can be entered by making a selection from a drop-down

list, or popup calendar ( ). Depending on your system configuration,

dates can be typed directly into a field, or selected from the calendar

or list. To format date and time values, see: Date & Time Custom

Options.

Yes/No Displays a drop-down list with pre-defined options of “Yes” and “No.”

Attribute Input Types

CHAPTER 18: Using Product Attributes Attribute Input Types

Magento Community Edition 2.1 User Guide 313

PROPERTY DESCRIPTION

Dropdown Displays a drop-down list of values. Only one item can be selected at

a time. The Dropdown input type is a key component of configurable

products.

Multiple Select Displays a drop-down list of values. To select more than one option,

hold the Ctrl key down and click each item.

Price This input type is used to create price fields that are in addition to the

predefined attributes, Price, Special Price, Tier Price and Cost. The

currency used is determined by your system configuration.

Media Image Associates an additional image with a product, such as a product

logo, care instructions, or ingredients from a food label. When you

add a media image attribute to the attribute set of a product, it

becomes an additional image type, along with Base, Small, and

Thumbnail. The media image attribute can be excluded from the

media gallery.

Fixed Product Tax Lets you define FPT rates based on the requirements of your locale.

Visual Swatch Displays a swatch that depicts the color, texture, or pattern of a

configurable product. A visual swatch can be filled with a

hexadecimal color value, or display an uploaded image that

represents the color, material, texture, or pattern of the option.

Text Swatch A text-based representation of a configurable product option that is

frequently used for size. Text swatches can also include

hexadecimal color values.

Attribute Input Types (cont.)

Attribute Input Types CHAPTER 18: Using Product Attributes

314 Magento Community Edition 2.1 User Guide

Date & Time Options

You can customize the format of date and time fields, and select the input control that is used

for data entry. Dates values can be selected from a drop-down list, or pop-up calendar.

Pop-up Calendar

CHAPTER 18: Using Product Attributes Attribute Input Types

Magento Community Edition 2.1 User Guide 315

To format date/time fields:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

2. In the panel on the left, tap Catalog. Then, choose the Catalog option.

3. Expand the Date & Time Custom Options section.

4. To use a popup calendar as the input control for date fields, set Use JavaScript Calendar to

“Yes.”

5. To establish the Date Fields Order, do the following:

a. Clear the Use system value checkbox.

b. Set the order of each part of the date field as needed:

lMonth

lDay

lYear

c. To set your preferred time format, do the following:

d. Clear the Use system value checkbox.

e. Set Time Format to one of the following:

l12h AM/PM

l24h

f. To establish the Year Range for the drop-down values, enter the year in “YYYY” format to

set the from and to dates. If blank, the field defaults to the current year.

Date & Time Custom Options

6. When complete, tap Save Config.

Attribute Input Types CHAPTER 18: Using Product Attributes

316 Magento Community Edition 2.1 User Guide

MARKETING

317

Contents

In this section of the guide, you’ll learn how to

leverage your store's built-in shopping tools to

create opportunities for customer engagement,

and how to set up targeted promotions with price

rules. Leverage multiple sales channels by

sending your product feeds to shopping sites

and marketplaces. Then, use Google tools to

analyze traffic, optimize your content, and plan

your next campaign.

Marketing Menu

Shopping Tools

Opportunities to Engage

Email a Friend

Wish Lists

Product Relationships

Compare Products

Related Products

Related products are meant to be purchased in

addition to the item the customer is viewing. They

complement, enhance, or add optional features to the

product.

Up-sells

Up-sell products are items that are similar, but are

perhaps of a higher-quality, more popular, or have a

better profit margin than the item the customer is

considering.

Cross-sells

Cross-sell products are offered on the shopping cart

page as last-minute purchases before the checkout

process begins.

CHAPTER 20: Shopping Tools Product Relationships

Magento Community Edition 2.1 User Guide 331

Compare Products

Compare Products generates a detailed, side-by-side comparison of two or more products. You

can customize the report to include additional attributes or remove ones that you don’t want to

include. Depending on the theme, the Add to Compare link might be represented by an icon or

text.

Compare Products

To compare products:

1. From your storefront, find the products that you want to compare, and click the Compare link

for each.

2. Depending on the theme and page layout, there might be a Compare Products block in the

sidebar. If so, you can mark the checkbox of the products to include in the report, and tap

Compare. The Compare Products report opens in a new window.

3. To print the report, tap Print This Page.

4. After navigating to other pages, you can click the link in the header or sidebar to return to the

report.

lTo remove a single product from the report, tap Delete ( ).

lTo remove all products from the report, click the Clear All link.

Compare Products CHAPTER 20: Shopping Tools

332 Magento Community Edition 2.1 User Guide

Compare Products

CHAPTER 20: Shopping Tools Compare Products

Magento Community Edition 2.1 User Guide 333

Categories

Custom Design 305

Display Settings 301

Magento Community Edition 2.1 User Guide

Navigation menu

Versions of this User Manual:

Views

Navigation